1WA
180 Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
56,816
-629
| -1% | -$59.5K | 0.75% | 29 |
|
|
2025
Q1 | $5.3M | Sell |
57,445
-841
| -1% | -$77.6K | 0.84% | 23 |
|
|
2024
Q4 | $5.4M | Sell |
58,286
-949
| -2% | -$87.9K | 0.85% | 22 |
|
|
2024
Q3 | $5.66M | Sell |
59,235
-432
| -0.7% | -$41.3K | 0.89% | 18 |
|
|
2024
Q2 | $5.34M | Sell |
59,667
-1,254
| -2% | -$112K | 0.87% | 20 |
|
|
2024
Q1 | $5.51M | Sell |
60,921
-1,224
| -2% | -$111K | 0.99% | 15 |
|
|
2023
Q4 | $5.27M | Sell |
62,145
-1,781
| -3% | -$151K | 1.06% | 14 |
|
|
2023
Q3 | $4.77M | Sell |
63,926
-2,129
| -3% | -$159K | 1.07% | 16 |
|
|
2023
Q2 | $5.19M | Sell |
66,055
-1,565
| -2% | -$123K | 1.14% | 11 |
|
|
2023
Q1 | $4.99M | Sell |
67,620
-956
| -1% | -$70.5K | 1.16% | 10 |
|
|
2022
Q4 | $5.16M | Sell |
68,576
-91
| -0.1% | -$6.84K | 1.21% | 9 |
|
|
2022
Q3 | $4.3M | Sell |
68,667
-1,072
| -2% | -$67.1K | 1.18% | 10 |
|
|
2022
Q2 | $4.72M | Sell |
69,739
-222
| -0.3% | -$15K | 1.2% | 9 |
|
|
2022
Q1 | $5.36M | Sell |
69,961
-452
| -0.6% | -$34.7K | 1.17% | 11 |
|
|
2021
Q4 | $5.2M | Sell |
70,413
-625
| -0.9% | -$46.2K | 1.17% | 10 |
|
|
2021
Q3 | $5.23M | Sell |
71,038
-1,336
| -2% | -$98.4K | 1.15% | 11 |
|
|
2021
Q2 | $5.33M | Sell |
72,374
-616
| -0.8% | -$45.3K | 1.22% | 12 |
|
|
2021
Q1 | $5.3M | Sell |
72,990
-2,053
| -3% | -$149K | 1.31% | 11 |
|
|
2020
Q4 | $4.8M | Sell |
75,043
-732
| -1% | -$46.8K | 1.38% | 9 |
|
|
2020
Q3 | $4.23M | Buy |
75,775
+548
| +0.7% | +$30.6K | 1.59% | 8 |
|
|
2020
Q2 | $4.07M | Sell |
75,227
-4,654
| -6% | -$252K | 1.62% | 9 |
|
|
2020
Q1 | $3.61M | Buy |
79,881
+6,645
| +9% | +$300K | 1.87% | 7 |
|
|
2019
Q4 | $4.63M | Buy |
73,236
+1,959
| +3% | +$124K | 1.85% | 7 |
|
|
2019
Q3 | $4.11M | Buy |
71,277
+8,532
| +14% | +$492K | 1.82% | 8 |
|
|
2019
Q2 | $3.56M | Buy |
62,745
+3,291
| +6% | +$187K | 1.6% | 11 |
|
|
2019
Q1 | $3.33M | Buy |
59,454
+23,854
| +67% | +$1.34M | 1.51% | 11 |
|
|
2018
Q4 | $2.01M | Sell |
35,600
-688
| -2% | -$38.8K | 0.94% | 22 |
|
|
2018
Q3 | $2.05M | Buy |
36,288
+4,874
| +16% | +$275K | 0.95% | 21 |
|
|
2018
Q2 | $1.69M | Buy |
31,414
+11,256
| +56% | +$604K | 0.84% | 32 |
|
|
2018
Q1 | $1.08M | Buy |
20,158
+7,401
| +58% | +$395K | 0.56% | 52 |
|
|
2017
Q4 | $707K | Buy |
+12,757
| New | +$707K | 0.36% | 84 |
|