Beck Bode LLC’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
$911K Sell
9,625
-4,710
-33% -$446K 0.15% 56
2025
Q1
$1.32M Sell
14,335
-2,840
-17% -$262K 0.25% 50
2024
Q4
$1.59M Sell
17,175
-7,208
-30% -$667K 0.29% 50
2024
Q3
$2.33M Sell
24,383
-7,659
-24% -$731K 0.44% 41
2024
Q2
$2.82M Sell
32,042
-5,003
-14% -$441K 0.57% 41
2024
Q1
$3.35M Sell
37,045
-8,913
-19% -$806K 0.68% 44
2023
Q4
$3.88M Sell
45,958
-6,003
-12% -$506K 0.87% 38
2023
Q3
$3.88M Sell
51,961
-3,228
-6% -$241K 0.99% 35
2023
Q2
$4.32M Sell
55,189
-751
-1% -$58.8K 1.05% 35
2023
Q1
$4.13M Buy
55,940
+4,005
+8% +$295K 1.01% 33
2022
Q4
$3.67M Buy
+51,935
New +$3.67M 0.82% 42