Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,763
| Closed | -$204K | – | 685 |
|
|
2023
Q1 | $204K | Buy |
+2,763
| New | +$204K | 0.02% | 684 |
|
|
2021
Q2 | – | Sell |
-6,957
| Closed | -$508K | – | 1619 |
|
|
2021
Q1 | $508K | Buy |
6,957
+4,848
| +230% | +$354K | 0.02% | 635 |
|
|
2020
Q4 | $131K | Sell |
2,109
-56
| -3% | -$3.48K | 0.01% | 1046 |
|
|
2020
Q3 | $118K | Sell |
2,165
-36
| -2% | -$1.96K | 0.01% | 915 |
|
|
2020
Q2 | $115K | Sell |
2,201
-1,657
| -43% | -$86.6K | 0.01% | 923 |
|
|
2020
Q1 | $178K | Sell |
3,858
-7,600
| -66% | -$351K | 0.01% | 678 |
|
|
2019
Q4 | $722K | Buy |
11,458
+9,340
| +441% | +$589K | 0.06% | 340 |
|
|
2019
Q3 | $122K | Buy |
+2,118
| New | +$122K | 0.01% | 778 |
|