WealthSource Partners’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
2023
Q4
$687K Buy
2023
Q3
$608K Sell
2023
Q2
$653K Buy
2023
Q1
$615K Hold
2022
Q4
$589K Sell
2022
Q3
$602K Hold
2022
Q2
$643K Sell
2022
Q1
$847K Buy