Windsor Wealth Management’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
Q3 | $45M | Sell |
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|
2023
Q2 | $47.7M | Sell |
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|
2023
Q1 | $45M | Buy |
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|
2022
Q4 | $44M | Buy |
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|
2022
Q3 | $27.3M | Buy |
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|
2022
Q2 | $27.1M | Buy |
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|
2022
Q1 | $27.9M | Buy |
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|
2021
Q4 | $27.4M | Buy |
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|
2021
Q3 | $23.5M | Buy |
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|
2021
Q2 | $21.2M | Buy |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $15.1M | Buy |
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|
2020
Q3 | $13.2M | Sell |
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|
2020
Q2 | $12.7M | Buy |
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|
2020
Q1 | $6.92M | Buy |
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|
2019
Q4 | $391K | Buy |
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