Beaumont Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
5,385
| – | – | 0.04% | 217 |
|
|
2025
Q1 | $497K | Hold |
5,385
| – | – | 0.04% | 218 |
|
|
2024
Q4 | $499K | Hold |
5,385
| – | – | 0.04% | 218 |
|
|
2024
Q3 | $514K | Hold |
5,385
| – | – | 0.04% | 210 |
|
|
2024
Q2 | $475K | Hold |
5,385
| – | – | 0.04% | 215 |
|
|
2024
Q1 | $487K | Hold |
5,385
| – | – | 0.04% | 205 |
|
|
2023
Q4 | $454K | Hold |
5,385
| – | – | 0.04% | 206 |
|
|
2023
Q3 | $402K | Hold |
5,385
| – | – | 0.04% | 204 |
|
|
2023
Q2 | $421K | Hold |
5,385
| – | – | 0.04% | 214 |
|
|
2023
Q1 | $397K | Hold |
5,385
| – | – | 0.04% | 203 |
|
|
2022
Q4 | $380K | Hold |
5,385
| – | – | 0.04% | 206 |
|
|
2022
Q3 | $337K | Buy |
+5,385
| New | +$337K | 0.03% | 218 |
|