Retirement Planning Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,600
| Closed | -$424K | – | 66 |
|
|
2014
Q2 | $424K | Hold |
9,600
| – | – | 0.13% | 53 |
|
|
2014
Q1 | $404K | Hold |
9,600
| – | – | 0.13% | 54 |
|
|
2013
Q4 | $395K | Sell |
9,600
-90
| -0.9% | -$3.7K | 0.14% | 54 |
|
|
2013
Q3 | $365K | Hold |
9,690
| – | – | 0.13% | 60 |
|
|
2013
Q2 | $353K | Buy |
+9,690
| New | +$353K | 0.15% | 61 |
|