Alliance Wealth Advisors (Pennsylvania)’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 | $347K | Buy |
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|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $248K | Buy |
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