AAS
Avantax Advisory Services’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 | $30M | Buy |
317,175
+5,979
| +2% | +$566K | 0.16% | 96 |
|
|
2025
Q1 | $28.7M | Buy |
311,196
+5,484
| +2% | +$506K | 0.17% | 92 |
|
|
2024
Q4 | $28.3M | Buy |
305,712
+7,927
| +3% | +$734K | 0.18% | 88 |
|
|
2024
Q3 | $28.4M | Buy |
297,785
+2,914
| +1% | +$278K | 0.19% | 84 |
|
|
2024
Q2 | $26M | Buy |
294,871
+25,423
| +9% | +$2.24M | 0.19% | 83 |
|
|
2024
Q1 | $24.4M | Buy |
269,448
+6,973
| +3% | +$631K | 0.22% | 70 |
|
|
2023
Q4 | $22.1M | Sell |
262,475
-24,417
| -9% | -$2.06M | 0.22% | 68 |
|
|
2023
Q3 | $21.4M | Sell |
286,892
-16,249
| -5% | -$1.21M | 0.24% | 59 |
|
|
2023
Q2 | $23.7M | Buy |
303,141
+3,212
| +1% | +$251K | 0.27% | 54 |
|
|
2023
Q1 | $22.1M | Buy |
299,929
+3,947
| +1% | +$291K | 0.27% | 52 |
|
|
2022
Q4 | $20.9M | Sell |
295,982
-12,723
| -4% | -$899K | 0.28% | 49 |
|
|
2022
Q3 | $19.3M | Sell |
308,705
-5,237
| -2% | -$328K | 0.3% | 44 |
|
|
2022
Q2 | $21M | Buy |
313,942
+24,764
| +9% | +$1.66M | 0.32% | 44 |
|
|
2022
Q1 | $21.9M | Buy |
289,178
+22,972
| +9% | +$1.74M | 0.3% | 48 |
|
|
2021
Q4 | $20.3M | Buy |
266,206
+7,954
| +3% | +$607K | 0.31% | 49 |
|
|
2021
Q3 | $18.3M | Buy |
258,252
+14,157
| +6% | +$1M | 0.31% | 52 |
|
|
2021
Q2 | $17.6M | Buy |
244,095
+31,534
| +15% | +$2.27M | 0.32% | 51 |
|
|
2021
Q1 | $14.7M | Buy |
212,561
+112,081
| +112% | +$7.73M | 0.31% | 53 |
|
|
2020
Q4 | $6.25M | Sell |
100,480
-17,083
| -15% | -$1.06M | 0.15% | 110 |
|
|
2020
Q3 | $6.38M | Buy |
117,563
+30,518
| +35% | +$1.66M | 0.1% | 170 |
|
|
2020
Q2 | $4.55M | Sell |
87,045
-5,277
| -6% | -$276K | 0.13% | 123 |
|
|
2020
Q1 | $4.27M | Buy |
92,322
+68,971
| +295% | +$3.19M | 0.13% | 112 |
|
|
2019
Q4 | $1.47M | Buy |
23,351
+11,621
| +99% | +$733K | 0.03% | 265 |
|
|
2019
Q3 | $678K | Buy |
11,730
+7,310
| +165% | +$423K | 0.03% | 274 |
|
|
2019
Q2 | $250K | Buy |
+4,420
| New | +$250K | 0.01% | 434 |
|