Accel Wealth Management’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 | $213K | Hold |
2,253
| – | – | 0.07% | 240 |
|
|
2025
Q1 | $208K | Hold |
2,253
| – | – | 0.08% | 232 |
|
|
2024
Q4 | $209K | Hold |
2,253
| – | – | 0.08% | 230 |
|
|
2024
Q3 | $215K | Buy |
+2,253
| New | +$215K | 0.08% | 229 |
|
|
2024
Q2 | – | Sell |
-2,228
| Closed | -$202K | – | 251 |
|
|
2024
Q1 | $202K | Buy |
+2,228
| New | +$202K | 0.09% | 218 |
|
|
2023
Q2 | – | Sell |
-354
| Closed | -$26.1K | – | 521 |
|
|
2023
Q1 | $26.1K | Hold |
354
| – | – | 0.01% | 635 |
|
|
2022
Q4 | $25K | Hold |
354
| – | – | 0.01% | 498 |
|
|
2022
Q3 | $23K | Hold |
354
| – | – | 0.01% | 519 |
|
|
2022
Q2 | $24K | Hold |
354
| – | – | 0.01% | 492 |
|
|
2022
Q1 | $27K | Hold |
354
| – | – | 0.01% | 494 |
|
|
2021
Q4 | $27K | Hold |
354
| – | – | 0.01% | 509 |
|
|
2021
Q3 | $25K | Hold |
354
| – | – | 0.02% | 454 |
|
|
2021
Q2 | $25K | Hold |
354
| – | – | 0.02% | 477 |
|
|
2021
Q1 | $24K | Hold |
354
| – | – | 0.02% | 457 |
|
|
2020
Q4 | $22K | Buy |
+354
| New | +$22K | 0.02% | 465 |
|