Ancora Advisors’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 | $41.1K | Hold |
434
| – | – | ﹤0.01% | 1052 |
|
|
2025
Q1 | $40.1K | Hold |
434
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q4 | $40.2K | Hold |
434
| – | – | ﹤0.01% | 1030 |
|
|
2024
Q3 | $41.4K | Sell |
434
-174
| -29% | -$16.6K | ﹤0.01% | 1013 |
|
|
2024
Q2 | $53.6K | Buy |
608
+174
| +40% | +$15.3K | ﹤0.01% | 905 |
|
|
2024
Q1 | $39.3K | Sell |
434
-21
| -5% | -$1.9K | ﹤0.01% | 989 |
|
|
2023
Q4 | $38.4K | Buy |
455
+416
| +1,067% | +$35.1K | ﹤0.01% | 974 |
|
|
2023
Q3 | $2.91K | Hold |
39
| – | – | ﹤0.01% | 1417 |
|
|
2023
Q2 | $3.05K | Buy |
+39
| New | +$3.05K | ﹤0.01% | 1410 |
|
|
2023
Q1 | – | Sell |
-138
| Closed | -$10K | – | 1961 |
|
|
2022
Q4 | $10K | Buy |
138
+20
| +17% | +$1.45K | ﹤0.01% | 1296 |
|
|
2022
Q3 | $7K | Hold |
118
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q2 | $8K | Sell |
118
-73
| -38% | -$4.95K | ﹤0.01% | 1607 |
|
|
2022
Q1 | $14K | Hold |
191
| – | – | ﹤0.01% | 1608 |
|
|
2021
Q4 | $15K | Buy |
191
+8
| +4% | +$628 | ﹤0.01% | 1651 |
|
|
2021
Q3 | $13K | Hold |
183
| – | – | ﹤0.01% | 1585 |
|
|
2021
Q2 | $13K | Buy |
183
+20
| +12% | +$1.42K | ﹤0.01% | 1444 |
|
|
2021
Q1 | $11K | Buy |
+163
| New | +$11K | ﹤0.01% | 1397 |
|
|
2020
Q3 | – | Sell |
-223
| Closed | -$12K | – | 1377 |
|
|
2020
Q2 | $12K | Buy |
+223
| New | +$12K | ﹤0.01% | 1049 |
|