Bedel Financial Consulting’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 | $376K | Hold |
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|
2025
Q1 | $353K | Hold |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $382K | Hold |
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|
2024
Q2 | $352K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $337K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q2 | $204K | Hold |
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|
2020
Q1 | $180K | Hold |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $2.02M | Hold |
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|
2019
Q2 | $1.98M | Hold |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $1.55M | Sell |
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|
2018
Q3 | $1.84M | Hold |
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|
2018
Q2 | $1.8M | Sell |
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|
2018
Q1 | $1.81M | Buy |
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|
2017
Q4 | $216K | Buy |
|