Zhang Financial’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
2024
Q1
Sell
2023
Q4
$368K Buy
2017
Q3
Sell
2017
Q2
$203K Buy
2015
Q3
Sell
2015
Q2
$255K Hold
2015
Q1
$255K Buy
2014
Q4
$258K Buy
2014
Q3
$246K Buy
2014
Q2
$249K Buy