WR Wealth Planners’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
2024
Q4
$6.22K Hold
67
﹤0.01% 660
2024
Q3
$6.37K Buy
67
+1
+2% +$95 ﹤0.01% 699
2024
Q2
$5.85K Hold
66
﹤0.01% 695
2024
Q1
$5.97K Buy
+66
New +$5.97K ﹤0.01% 685