RFN
RDA Financial Network’s iShares Core S&P US Value ETF IUSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.46M | Buy |
36,587
+972
| +3% | +$92K | 0.94% | 21 |
|
2025
Q1 | $3.29M | Buy |
35,615
+34
| +0.1% | +$3.14K | 0.98% | 22 |
|
2024
Q4 | $3.29M | Buy |
35,581
+333
| +0.9% | +$30.8K | 0.96% | 21 |
|
2024
Q3 | $3.37M | Buy |
35,248
+924
| +3% | +$88.2K | 1.04% | 22 |
|
2024
Q2 | $3.03M | Sell |
34,324
-927
| -3% | -$81.7K | 0.99% | 24 |
|
2024
Q1 | $3.19M | Sell |
35,251
-804
| -2% | -$72.7K | 1.09% | 23 |
|
2023
Q4 | $3.04M | Sell |
36,055
-1,814
| -5% | -$153K | 1.15% | 21 |
|
2023
Q3 | $2.83M | Sell |
37,869
-807
| -2% | -$60.2K | 1.22% | 20 |
|
2023
Q2 | $3.03M | Sell |
38,676
-753
| -2% | -$58.9K | 1.27% | 18 |
|
2023
Q1 | $2.91M | Sell |
39,429
-620
| -2% | -$45.7K | 1.33% | 17 |
|
2022
Q4 | $2.83M | Buy |
40,049
+4,014
| +11% | +$284K | 1.42% | 15 |
|
2022
Q3 | $2.26M | Buy |
36,035
+680
| +2% | +$42.6K | 1.23% | 20 |
|
2022
Q2 | $2.37M | Buy |
35,355
+4,565
| +15% | +$305K | 1.19% | 19 |
|
2022
Q1 | $2.34M | Buy |
30,790
+1,233
| +4% | +$93.5K | 0.99% | 29 |
|
2021
Q4 | $2.26M | Buy |
29,557
+14,495
| +96% | +$1.11M | 0.92% | 32 |
|
2021
Q3 | $1.07M | Buy |
15,062
+7,542
| +100% | +$535K | 0.47% | 63 |
|
2021
Q2 | $541K | Buy |
+7,520
| New | +$541K | 0.24% | 99 |
|