Sequoia Wealth Management’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
2019
Q4
Sell
2019
Q3
$788K Buy
2019
Q2
$475K Sell
2019
Q1
$741K Buy
2018
Q4
$400K Sell
2018
Q3
$611K Buy
2018
Q2
$455K Buy
2018
Q1
$297K Buy