B. Riley Wealth Advisors’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 | $586K | Buy |
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|
2024
Q4 | $826K | Sell |
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|
2024
Q3 | $855K | Buy |
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|
2024
Q2 | $789K | Sell |
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|
2024
Q1 | $697K | Buy |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $697K | Buy |
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|
2023
Q2 | $716K | Buy |
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|
2023
Q1 | $644K | Sell |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $495K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $408K | Sell |
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|
2021
Q2 | $7.09M | Buy |
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|
2021
Q1 | $469K | Buy |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $371K | Buy |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $278K | Sell |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $895K | Buy |
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|
2018
Q4 | $693K | Buy |
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|
2018
Q3 | $701K | Sell |
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|
2018
Q2 | $690K | Buy |
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|
2018
Q1 | $628K | Buy |
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|
2017
Q4 | $628K | Buy |
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|
2017
Q3 | $503K | Buy |
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|
2017
Q2 | $216K | Buy |
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|
2017
Q1 | $204K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $299K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $205K | Sell |
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|
2015
Q1 | $317K | Hold |
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|
2014
Q4 | $320 | Hold |
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|
2014
Q3 | $306K | Sell |
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|
2014
Q2 | $234K | Buy |
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|
2014
Q1 | $223K | Buy |
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