Beaumont Financial 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
Q3 | $538K | Hold |
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|
2025
Q2 | $510K | Hold |
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|
2025
Q1 | $497K | Hold |
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|
2024
Q4 | $499K | Hold |
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|
2024
Q3 | $514K | Hold |
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|
2024
Q2 | $475K | Hold |
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|
2024
Q1 | $487K | Hold |
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|
2023
Q4 | $454K | Hold |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $421K | Hold |
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|
2023
Q1 | $397K | Hold |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $337K | Buy |
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