Angeles Wealth Management’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 | $204K | Hold |
2,151
| – | – | 0.01% | 329 |
|
|
2025
Q1 | $199K | Hold |
2,151
| – | – | 0.02% | 287 |
|
|
2024
Q4 | $199K | Hold |
2,151
| – | – | 0.02% | 295 |
|
|
2024
Q3 | $205K | Hold |
2,151
| – | – | 0.02% | 256 |
|
|
2024
Q2 | $190K | Sell |
2,151
-3,808
| -64% | -$336K | 0.02% | 230 |
|
|
2024
Q1 | $539K | Hold |
5,959
| – | – | 0.05% | 114 |
|
|
2023
Q4 | $503K | Buy |
5,959
+3,987
| +202% | +$336K | 0.06% | 111 |
|
|
2023
Q3 | $147K | Hold |
1,972
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $154K | Hold |
1,972
| – | – | 0.02% | 183 |
|
|
2023
Q1 | $145K | Sell |
1,972
-700
| -26% | -$51.6K | 0.02% | 176 |
|
|
2022
Q4 | $189K | Hold |
2,672
| – | – | 0.03% | 172 |
|
|
2022
Q3 | $167K | Hold |
2,672
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $179K | Hold |
2,672
| – | – | 0.04% | 164 |
|
|
2022
Q1 | $203K | Buy |
+2,672
| New | +$203K | 0.04% | 163 |
|