Bank of Marin’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
$361K Hold
2025
Q1
$353K Sell
2024
Q4
$381K Sell
2024
Q3
$412K Sell
2024
Q2
$399K Sell
2024
Q1
$771K Sell
2023
Q4
$732K Sell
2023
Q3
$654K Hold
2023
Q2
$686K Sell
2023
Q1
$660K Sell
2022
Q4
$794K Sell
2022
Q3
$706K Sell
2022
Q2
$774K Sell
2022
Q1
$918K Sell
2021
Q4
$982K Sell
2021
Q3
$1.19M Sell
2021
Q2
$1.37M Sell
2021
Q1
$1.36M Sell
2020
Q4
$1.72M Sell
2020
Q3
$1.79M Buy
2020
Q2
$1.72M Sell
2020
Q1
$1.53M Sell
2019
Q4
$2.24M Buy