Amplius Wealth Advisors’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
Q2 | $11.5M | Sell |
|
|||||
|
2025
Q1 | $11.2M | Buy |
|
|||||
|
2024
Q4 | $11.1M | Sell |
|
|||||
|
2024
Q3 | $11.6M | Sell |
|
|||||
|
2024
Q2 | $11.1M | Sell |
|
|||||
|
2024
Q1 | $11.9M | Sell |
|
|||||
|
2023
Q4 | $12.4M | Sell |
|
|||||
|
2023
Q3 | $11.1M | Sell |
|
|||||
|
2023
Q2 | $12.2M | Sell |
|
|||||
|
2023
Q1 | $12M | Sell |
|
|||||
|
2022
Q4 | $11.7M | Sell |
|
|||||
|
2022
Q3 | $13.3M | Buy |
|
|||||
|
2022
Q2 | $13.5M | Sell |
|
|||||
|
2022
Q1 | $17.3M | Sell |
|
|||||
|
2021
Q4 | $18.9M | Buy |
|