Tradition Wealth Management’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
2024
Q1
Sell
-311
Closed -$26K 798
2023
Q4
$26K Buy
311
+26
+9% +$2.17K ﹤0.01% 778
2023
Q3
$21K Buy
+285
New +$21K ﹤0.01% 831