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SP Asset Management’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
Q4
Sell
-3,535
Closed -$264K 119
2023
Q3
$264K Hold
3,535
0.03% 100
2023
Q2
$277K Buy
3,535
+12
+0.3% +$939 0.03% 98
2023
Q1
$260K Buy
+3,523
New +$260K 0.03% 103