Bellecapital’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
Q3 | $429K | Hold |
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|
2025
Q2 | $406K | Hold |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $746K | Hold |
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|
2020
Q3 | $651K | Hold |
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|
2020
Q2 | $627K | Hold |
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|
2020
Q1 | $554K | Hold |
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|
2019
Q4 | $756K | Hold |
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|
2019
Q3 | $694K | Hold |
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|
2019
Q2 | $680K | Hold |
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|
2019
Q1 | $658K | Hold |
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|
2018
Q4 | $589K | Hold |
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|
2018
Q3 | $677K | Hold |
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|
2018
Q2 | $644K | Hold |
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|
2018
Q1 | $637K | Hold |
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|
2017
Q4 | $665K | Hold |
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|
2017
Q3 | $628K | Buy |
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