Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.13K | Sell |
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|
2024
Q3 | $8.4K | Hold |
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|
2024
Q2 | $7.75K | Hold |
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|
2024
Q1 | $7.96K | Hold |
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|
2023
Q4 | $7.42K | Sell |
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|
2023
Q3 | $11K | Hold |
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|
2023
Q2 | $11.6K | Hold |
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|
2023
Q1 | $10.9K | Hold |
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|
2022
Q4 | $10.5K | Sell |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Sell |
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|
2021
Q1 | $15 | Buy |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $19K | Buy |
|