Simplicity Solutions’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
2023
Q3
Sell
2023
Q2
$283K Hold
2023
Q1
$267K Buy
2021
Q1
Sell
2020
Q4
$6.29M Buy
2020
Q3
$5.41M Sell
2020
Q2
$5.22M Buy
2020
Q1
$3.74M Buy
2019
Q4
$2.94M Buy
2019
Q3
$1.81M Buy