Bartlett & Co 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 | $61.1K | Sell |
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|
2025
Q2 | $61.5K | Buy |
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|
2025
Q1 | $56.4K | Hold |
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|
2024
Q4 | $56.6K | Hold |
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|
2024
Q3 | $58.3K | Hold |
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|
2024
Q2 | $53.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $30.9K | Hold |
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|
2023
Q3 | $27.4K | Hold |
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|
2023
Q2 | $28.6K | Hold |
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|
2023
Q1 | $26.9K | Hold |
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|
2022
Q4 | $25.8K | Hold |
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|
2022
Q3 | $22.9K | Hold |
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|
2022
Q2 | $24.4K | Hold |
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|
2022
Q1 | $27.7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.32K | Sell |
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|
2021
Q2 | $14.4K | Hold |
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|
2021
Q1 | $13.8K | Buy |
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|
2020
Q4 | $4.66K | Buy |
|