Barrett & Company’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
$9.29K Buy
2025
Q2
$6.43K Hold
2025
Q1
$6.28K Buy
2024
Q4
$3.98K Hold
2024
Q3
$4.11K Hold
2024
Q2
$3.79K Hold
2024
Q1
$3.89K Hold
2023
Q4
$3.63K Hold
2023
Q3
$3.21K Hold
2023
Q2
$3.37K Hold
2023
Q1
$3.17K Hold
2022
Q4
$3.04K Hold
2022
Q3
$3.04K Buy