Beam Wealth Advisors’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 | $6.16M | Sell |
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|
2025
Q1 | $7.46M | Buy |
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|
2024
Q4 | $7.4M | Sell |
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|
2024
Q3 | $7.77M | Buy |
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|
2024
Q2 | $6.74M | Sell |
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|
2024
Q1 | $7.1M | Buy |
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|
2023
Q4 | $6.6M | Buy |
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|
2023
Q3 | $5.81M | Sell |
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|
2023
Q2 | $6.25M | Buy |
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|
2023
Q1 | $4.41M | Buy |
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|
2022
Q4 | $4.12M | Buy |
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|
2022
Q3 | $3.07M | Buy |
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|
2022
Q2 | $3.19M | Sell |
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|
2022
Q1 | $3.99M | Buy |
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|
2021
Q4 | $3.76M | Buy |
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|
2021
Q3 | $3.2M | Buy |
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|
2021
Q2 | $3.14M | Buy |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $2.26M | Sell |
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|
2020
Q3 | $2.27M | Buy |
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|
2020
Q2 | $2.15M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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