Arkadios Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
3,903
+76
| +2% | +$7.19K | 0.01% | 949 |
|
|
2025
Q1 | $353K | Buy |
+3,827
| New | +$353K | 0.01% | 835 |
|
|
2021
Q4 | – | Sell |
-326
| Closed | -$23K | – | 1171 |
|
|
2021
Q3 | $23K | Sell |
326
-708
| -68% | -$50K | ﹤0.01% | 1158 |
|
|
2021
Q2 | $74K | Buy |
1,034
+200
| +24% | +$14.3K | 0.01% | 809 |
|
|
2021
Q1 | $57K | Buy |
834
+126
| +18% | +$8.61K | 0.01% | 656 |
|
|
2020
Q4 | $44K | Buy |
+708
| New | +$44K | 0.01% | 579 |
|
|
2020
Q1 | – | Sell |
-35
| Closed | -$2.23K | – | 1248 |
|
|
2019
Q4 | $2.23K | Buy |
+35
| New | +$2.23K | ﹤0.01% | 810 |
|