Alliance Wealth Advisors (Pennsylvania)’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 | $328K | Buy |
3,465
+4
| +0.1% | +$379 | 0.17% | 109 |
|
|
2025
Q1 | $319K | Buy |
3,461
+104
| +3% | +$9.6K | 0.18% | 99 |
|
|
2024
Q4 | $311K | Sell |
3,357
-85
| -2% | -$7.87K | 0.17% | 105 |
|
|
2024
Q3 | $329K | Buy |
3,442
+5
| +0.1% | +$478 | 0.19% | 104 |
|
|
2024
Q2 | $303K | Buy |
3,437
+3
| +0.1% | +$264 | 0.19% | 101 |
|
|
2024
Q1 | $311K | Buy |
3,434
+4
| +0.1% | +$362 | 0.2% | 103 |
|
|
2023
Q4 | $289K | Buy |
3,430
+59
| +2% | +$4.98K | 0.19% | 102 |
|
|
2023
Q3 | $252K | Hold |
3,371
| – | – | 0.18% | 109 |
|
|
2023
Q2 | $264K | Buy |
3,371
+3
| +0.1% | +$235 | 0.19% | 107 |
|
|
2023
Q1 | $249K | Sell |
3,368
-141
| -4% | -$10.4K | 0.19% | 105 |
|
|
2022
Q4 | $248K | Buy |
+3,509
| New | +$248K | 0.21% | 96 |
|