Triad Financial Advisors’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 |
-5,390
| Closed | -$398K | – | 98 |
|
|
2023
Q1 | $398K | Hold |
5,390
| – | – | 0.17% | 53 |
|
|
2022
Q4 | $381K | Buy |
5,390
+400
| +8% | +$28.3K | 0.17% | 65 |
|
|
2022
Q3 | $312K | Hold |
4,990
| – | – | 0.17% | 71 |
|
|
2022
Q2 | $334K | Sell |
4,990
-379
| -7% | -$25.4K | 0.19% | 70 |
|
|
2022
Q1 | $407K | Sell |
5,369
-1,086
| -17% | -$82.3K | 0.22% | 60 |
|
|
2021
Q4 | $493K | Buy |
+6,455
| New | +$493K | 0.29% | 55 |
|