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IUSV icon

WealthPLAN Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

WealthPLAN Partners’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-614
Closed -$48.1K – 719
2023
Q2 		$48.1K Hold
614
– – 0.01% 518
2023
Q1 		$45.3K Sell
614
-5,065
-89% -$373K 0.01% 577
2022
Q4 		$433K Buy
+5,679
New +$395K 0.03% 273
2022
Q1 		$264K Sell
3,669
-105
-3% -$7.87K 0.02% 337
2021
Q4 		$283K Hold
3,774
– – 0.02% 325
2021
Q3 		$281K Hold
3,774
– – 0.02% 322
2021
Q2 		$279K Buy
3,774
+420
+13% +$30.2K 0.02% 303
2021
Q1 		$242K Sell
3,354
-72
-2% -$4.72K 0.02% 294
2020
Q4 		$219K Buy
+3,426
New +$201K 0.02% 306

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S
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AL
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