Angeles 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
Q2 | $204K | Hold |
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|
2025
Q1 | $199K | Hold |
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|
2024
Q4 | $199K | Hold |
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|
2024
Q3 | $205K | Hold |
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|
2024
Q2 | $190K | Sell |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $147K | Hold |
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|
2023
Q2 | $154K | Hold |
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|
2023
Q1 | $145K | Sell |
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|
2022
Q4 | $189K | Hold |
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|
2022
Q3 | $167K | Hold |
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|
2022
Q2 | $179K | Hold |
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|
2022
Q1 | $203K | Buy |
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