Sandy Cove 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
-42,254
Closed -$3.56M 127
2023
Q4
$3.56M Buy
42,254
+453
+1% +$38.2K 1.83% 17
2023
Q3
$3.12M Hold
41,801
1.81% 16
2023
Q2
$3.27M Buy
+41,801
New +$3.27M 1.86% 15