Round Table Services’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
2022
Q3
$276K Hold
2022
Q2
$295K Sell
2022
Q1
$690K Hold
2021
Q4
$694K Hold
2021
Q3
$645K Buy
2021
Q2
$639K Hold
2021
Q1
$612K Buy
2020
Q4
$366K Buy
2016
Q4
Sell
2016
Q3
$237K Sell
2016
Q2
$257K Hold
2016
Q1
$246K Hold
2015
Q4
$244K Hold
2015
Q3
$233K Hold
2015
Q2
$258K Hold
2015
Q1
$258K Hold
2014
Q4
$261K Hold
2014
Q3
$250K Sell
2014
Q2
$327K Hold
2014
Q1
$311K Hold
2013
Q4
$304K Buy