SOA Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-770
| Closed | -$60.2K | – | 945 |
|
|
2023
Q2 | $60.2K | Buy |
770
+3
| +0.4% | +$235 | 0.01% | 276 |
|
|
2023
Q1 | $56.6K | Sell |
767
-110
| -13% | -$8.12K | 0.01% | 270 |
|
|
2022
Q4 | $62K | Sell |
877
-44
| -5% | -$3.11K | 0.02% | 257 |
|
|
2022
Q3 | $57K | Buy |
+921
| New | +$57K | 0.02% | 249 |
|