Rikoon Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$394K Buy
2020
Q4
$343K Sell
2020
Q3
$370K Sell
2020
Q2
$410K Buy
2020
Q1
$361K Hold
2019
Q4
$493K Buy
2019
Q3
$452K Buy
2019
Q2
$436K Sell
2019
Q1
$467K Buy
2018
Q4
$368K Buy
2018
Q3
$382K Buy
2018
Q2
$332K Buy
2018
Q1
$286K Buy