BIP Wealth’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 | $396K | Sell |
4,187
-505
| -11% | -$47.8K | 0.02% | 173 |
|
|
2025
Q1 | $433K | Sell |
4,692
-54
| -1% | -$4.98K | 0.03% | 167 |
|
|
2024
Q4 | $439K | Buy |
4,746
+355
| +8% | +$32.9K | 0.03% | 163 |
|
|
2024
Q3 | $419K | Buy |
4,391
+1
| +0% | +$96 | 0.03% | 149 |
|
|
2024
Q2 | $387K | Sell |
4,390
-830
| -16% | -$73.2K | 0.03% | 131 |
|
|
2024
Q1 | $472K | Buy |
+5,220
| New | +$472K | 0.03% | 129 |
|