Baker Tilly Wealth Management’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 | $764K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $432K | Hold |
|
|||||
|
2023
Q4 | $403K | Sell |
|
|||||
|
2023
Q3 | $361K | Sell |
|
|||||
|
2023
Q2 | $421K | Hold |
|
|||||
|
2023
Q1 | $397K | Hold |
|
|||||
|
2022
Q4 | $380K | Hold |
|
|||||
|
2022
Q3 | $337K | Hold |
|
|||||
|
2022
Q2 | $360K | Sell |
|
|||||
|
2022
Q1 | $485K | Sell |
|
|||||
|
2021
Q4 | $914K | Buy |
|
|||||
|
2021
Q3 | $738K | Buy |
|
|||||
|
2021
Q2 | $322K | Buy |
|
|||||
|
2021
Q1 | $262K | Sell |
|
|||||
|
2020
Q4 | $396K | Buy |
|