1900 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
2025
Q3
$1.3M Sell
2025
Q2
$1.34M Sell
2025
Q1
$1.35M Sell
2024
Q4
$1.37M Sell
2024
Q3
$1.46M Sell
2024
Q2
$1.46M Sell
2024
Q1
$3.89M Sell
2023
Q4
$3.78M Sell
2023
Q3
$9M Buy
2023
Q2
$7.21M Buy
2023
Q1
$2.44M Buy
2022
Q4
$2.29M Sell
2022
Q3
$2.16M Sell
2022
Q2
$2.96M Buy
2022
Q1
$2.84M Buy
2021
Q4
$2M Buy
2021
Q3
$1.33M Buy