Abound Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.7K | Buy |
652
+1
| +0.2% | +$95 | 0.02% | 176 |
|
|
2025
Q1 | $60K | Sell |
651
-28
| -4% | -$2.58K | 0.02% | 165 |
|
|
2024
Q4 | $62.9K | Sell |
679
-80
| -11% | -$7.41K | 0.02% | 153 |
|
|
2024
Q3 | $72.5K | Sell |
759
-42
| -5% | -$4.01K | 0.02% | 132 |
|
|
2024
Q2 | $70.6K | Sell |
801
-8
| -1% | -$705 | 0.03% | 115 |
|
|
2024
Q1 | $73.1K | Sell |
809
-6
| -0.7% | -$542 | 0.03% | 110 |
|
|
2023
Q4 | $68.7K | Buy |
815
+489
| +150% | +$41.2K | 0.03% | 112 |
|
|
2023
Q3 | $24.4K | Hold |
326
| – | – | 0.01% | 194 |
|
|
2023
Q2 | $25.6K | Sell |
326
-96
| -23% | -$7.52K | 0.01% | 189 |
|
|
2023
Q1 | $31.1K | Buy |
422
+98
| +30% | +$7.23K | 0.01% | 165 |
|
|
2022
Q4 | $22.9K | Buy |
324
+2
| +0.6% | +$141 | 0.01% | 176 |
|
|
2022
Q3 | $20.1K | Buy |
322
+3
| +0.9% | +$188 | 0.01% | 188 |
|
|
2022
Q2 | $21.4K | Buy |
+319
| New | +$21.4K | 0.01% | 79 |
|