Austin Private Wealth’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
Q3
Sell
2025
Q2
$312K Hold
2025
Q1
$304K Hold
2024
Q4
$305K Sell
2024
Q3
$319K Buy
2024
Q2
$290K Hold
2024
Q1
$293K Hold
2023
Q4
$278K Hold
2023
Q3
$246K Hold
2023
Q2
$258K Hold
2023
Q1
$243K Hold
2022
Q4
$233K Hold
2022
Q3
$206K Hold
2022
Q2
$220K Buy