RFA
RTD Financial Advisors’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 | – | Sell |
-4,908
| Closed | -$453K | – | 113 |
|
|
2025
Q1 | $453K | Buy |
4,908
+1
| +0% | +$92 | 0.06% | 85 |
|
|
2024
Q4 | $454K | Sell |
4,907
-290
| -6% | -$26.9K | 0.06% | 83 |
|
|
2024
Q3 | $496K | Buy |
5,197
+32
| +0.6% | +$3.06K | 0.06% | 80 |
|
|
2024
Q2 | $455K | Buy |
+5,165
| New | +$455K | 0.06% | 85 |
|