Bank Julius Baer & Co’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 | $116K | Hold |
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|
2025
Q1 | $113K | Sell |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $18.8M | Sell |
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|
2024
Q2 | $16.6M | Sell |
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|
2024
Q1 | $17.9M | Sell |
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|
2023
Q4 | $16.7M | Sell |
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|
2023
Q3 | $15M | Buy |
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|
2023
Q2 | $15.4M | Sell |
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|
2023
Q1 | $17.8M | Buy |
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|
2022
Q4 | $13.6M | Buy |
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|
2022
Q3 | $11.9M | Buy |
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|
2022
Q2 | $112K | Hold |
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|
2022
Q1 | $127K | Hold |
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|
2021
Q4 | $128K | Hold |
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|
2021
Q3 | $119K | Sell |
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|
2021
Q2 | $121K | Buy |
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|
2021
Q1 | $116K | Sell |
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|
2020
Q4 | $105K | Buy |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $88K | Hold |
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|
2020
Q1 | $78K | Buy |
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