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 |
|