Arax Advisory Partners’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 | $562K | Sell |
5,561
-864
| -13% | -$87.4K | 0.03% | 368 |
|
|
2025
Q1 | $593K | Sell |
6,425
-46
| -0.7% | -$4.25K | 0.04% | 266 |
|
|
2024
Q4 | $599K | Buy |
+6,471
| New | +$599K | 0.04% | 251 |
|
|
2020
Q2 | – | Sell |
-344
| Closed | -$16K | – | 692 |
|
|
2020
Q1 | $16K | Buy |
+344
| New | +$16K | ﹤0.01% | 478 |
|
|
2019
Q3 | – | Sell |
-438
| Closed | -$25K | – | 594 |
|
|
2019
Q2 | $25K | Buy |
+438
| New | +$25K | 0.01% | 389 |
|