Beirne Wealth Consulting Services’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 | $809K | Sell |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $899K | Buy |
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|
2024
Q3 | $893K | Buy |
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|
2024
Q2 | $766K | Buy |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $579K | Hold |
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|
2023
Q2 | $579K | Hold |
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|
2023
Q1 | $546K | Sell |
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|
2022
Q4 | $602K | Sell |
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|
2022
Q3 | $546K | Buy |
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|
2022
Q2 | $274K | Buy |
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