Wolff Wiese Magana’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
Q4 | – | Sell |
-74
| Closed | -$5.52K | – | 792 |
|
|
2023
Q3 | $5.52K | Hold |
74
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $5.79K | Hold |
74
| – | – | ﹤0.01% | 423 |
|
|
2023
Q1 | $5.46K | Hold |
74
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $5.23K | Hold |
74
| – | – | ﹤0.01% | 405 |
|
|
2022
Q3 | $5K | Hold |
74
| – | – | ﹤0.01% | 608 |
|
|
2022
Q2 | $5K | Buy |
74
+17
| +30% | +$1.15K | ﹤0.01% | 631 |
|
|
2022
Q1 | $4K | Hold |
57
| – | – | ﹤0.01% | 659 |
|
|
2021
Q4 | $4K | Buy |
57
+17
| +43% | +$1.19K | ﹤0.01% | 661 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 678 |
|
|
2021
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 679 |
|