BWCS
Beirne Wealth Consulting Services’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
8,552
-826
| -9% | -$78.2K | 0.26% | 50 |
|
|
2025
Q1 | $866K | Sell |
9,378
-331
| -3% | -$30.6K | 0.31% | 44 |
|
|
2024
Q4 | $899K | Buy |
9,709
+357
| +4% | +$33.1K | 0.32% | 43 |
|
|
2024
Q3 | $893K | Buy |
9,352
+666
| +8% | +$63.6K | 0.31% | 46 |
|
|
2024
Q2 | $766K | Buy |
8,686
+1,988
| +30% | +$175K | 0.31% | 48 |
|
|
2024
Q1 | $606K | Buy |
6,698
+1
| +0% | +$90 | 0.26% | 54 |
|
|
2023
Q4 | $565K | Sell |
6,697
-697
| -9% | -$58.8K | 0.28% | 69 |
|
|
2023
Q3 | $579K | Hold |
7,394
| – | – | 0.46% | 44 |
|
|
2023
Q2 | $579K | Hold |
7,394
| – | – | 0.46% | 44 |
|
|
2023
Q1 | $546K | Sell |
7,394
-1,129
| -13% | -$83.3K | 0.38% | 51 |
|
|
2022
Q4 | $602K | Sell |
8,523
-202
| -2% | -$14.3K | 0.3% | 48 |
|
|
2022
Q3 | $546K | Buy |
8,725
+4,624
| +113% | +$289K | 0.21% | 59 |
|
|
2022
Q2 | $274K | Buy |
+4,101
| New | +$274K | 0.18% | 73 |
|