Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.96M | Sell |
27,771
-841
| -3% | -$59.4K | 0.47% | 37 |
|
|
2022
Q3 | $1.79M | Sell |
28,612
-3,138
| -10% | -$196K | 0.51% | 29 |
|
|
2022
Q2 | $2.12M | Buy |
31,750
+4,257
| +15% | +$285K | 0.6% | 24 |
|
|
2022
Q1 | $2.09M | Buy |
27,493
+18,623
| +210% | +$1.41M | 0.57% | 23 |
|
|
2021
Q4 | $677K | Buy |
8,870
+1,911
| +27% | +$146K | 0.15% | 53 |
|
|
2021
Q3 | $493K | Buy |
6,959
+546
| +9% | +$38.7K | 0.12% | 64 |
|
|
2021
Q2 | $461K | Hold |
6,413
| – | – | 0.12% | 66 |
|
|
2021
Q1 | $442K | Buy |
6,413
+1,433
| +29% | +$98.8K | 0.12% | 65 |
|
|
2020
Q4 | $310K | Buy |
+4,980
| New | +$310K | 0.1% | 75 |
|