Resurgent Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-552
| Closed | -$46.6K | – | 337 |
|
|
2023
Q4 | $46.6K | Hold |
552
| – | – | 0.03% | 343 |
|
|
2023
Q3 | $41.2K | Hold |
552
| – | – | 0.03% | 355 |
|
|
2023
Q2 | $43.2K | Hold |
552
| – | – | 0.03% | 350 |
|
|
2023
Q1 | $40.7K | Hold |
552
| – | – | 0.03% | 363 |
|
|
2022
Q4 | $39K | Buy |
+552
| New | +$39K | 0.02% | 475 |
|