Simply Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $24.3M | Sell |
457,047
-11,364
| -2% | -$604K | 3.42% | 9 |
|
|
2017
Q4 | $26M | Buy |
468,411
+7,697
| +2% | +$426K | 3.35% | 9 |
|
|
2017
Q3 | $24.1M | Buy |
460,714
+15,770
| +4% | +$826K | 3.19% | 11 |
|
|
2017
Q2 | $22.7M | Buy |
444,944
+19,111
| +4% | +$973K | 3.09% | 12 |
|
|
2017
Q1 | $21.5M | Buy |
425,833
+18,622
| +5% | +$940K | 3.01% | 13 |
|
|
2016
Q4 | $20M | Buy |
+407,211
| New | +$20M | 2.88% | 11 |
|