Accel 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 | $225K | Hold |
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|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $209K | Hold |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $26.1K | Hold |
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|
2022
Q4 | $25K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $22K | Buy |
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