WealthSource Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $687K | Buy |
8,149
+1
| +0% | +$84 | 0.04% | 253 |
|
|
2023
Q3 | $608K | Sell |
8,148
-190
| -2% | -$14.2K | 0.04% | 267 |
|
|
2023
Q2 | $653K | Buy |
8,338
+1
| +0% | +$78 | 0.04% | 261 |
|
|
2023
Q1 | $615K | Hold |
8,337
| – | – | 0.04% | 265 |
|
|
2022
Q4 | $589K | Sell |
8,337
-1,282
| -13% | -$90.5K | 0.04% | 276 |
|
|
2022
Q3 | $602K | Hold |
9,619
| – | – | 0.04% | 268 |
|
|
2022
Q2 | $643K | Sell |
9,619
-1,551
| -14% | -$104K | 0.05% | 259 |
|
|
2022
Q1 | $847K | Buy |
+11,170
| New | +$847K | 0.06% | 243 |
|