AOI
Auto-Owners Insurance’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.8M | Buy |
864,000
+350,200
| +68% | +$33.1M | 1.82% | 13 |
|
|
2025
Q1 | $48M | Sell |
513,800
-840,200
| -62% | -$78.4M | 1.27% | 18 |
|
|
2024
Q4 | $125M | Buy |
1,354,000
+490,000
| +57% | +$45.3M | 2.85% | 9 |
|
|
2024
Q3 | $82.4M | Hold |
864,000
| – | – | 2.02% | 14 |
|
|
2024
Q2 | $76M | Hold |
864,000
| – | – | 2.01% | 14 |
|
|
2024
Q1 | $78.2M | Hold |
864,000
| – | – | 2.07% | 14 |
|
|
2023
Q4 | $72.8M | Hold |
864,000
| – | – | 2.2% | 12 |
|
|
2023
Q3 | $64.4M | Hold |
864,000
| – | – | 2.15% | 13 |
|
|
2023
Q2 | $67.5M | Hold |
864,000
| – | – | 2.19% | 12 |
|
|
2023
Q1 | $59.8M | Hold |
864,000
| – | – | 2.06% | 13 |
|
|
2022
Q4 | $61M | Buy |
+864,000
| New | +$61M | 2.23% | 11 |
|