Atria Investments’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
$16.8M Sell
2025
Q1
$17M Buy
2024
Q4
$16.5M Sell
2024
Q3
$17.7M Sell
2024
Q2
$38.3M Sell
2024
Q1
$40.2M Buy
2023
Q4
$33.2M Buy
2023
Q3
$7.75M Buy
2023
Q2
$7.21M Sell
2023
Q1
$6.88M Sell
2022
Q4
$7.34M Buy
2022
Q3
$1.43M Sell
2022
Q2
$1.58M Sell
2022
Q1
$2.4M Buy
2021
Q4
$2.34M Sell
2021
Q3
$2.21M Sell
2021
Q2
$2.5M Buy
2019
Q1
Sell
2018
Q4
$752K Buy