Birchcreek Wealth Management’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 | $14.5M | Buy |
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|
2025
Q1 | $13.3M | Buy |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $9.35M | Buy |
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|
2023
Q3 | $7.52M | Buy |
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|
2023
Q2 | $6.79M | Buy |
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|
2023
Q1 | $5.21M | Buy |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $4.11M | Buy |
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|
2022
Q2 | $4.09M | Buy |
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|
2022
Q1 | $4.28M | Sell |
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|
2021
Q4 | $4.63M | Sell |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $4.42M | Buy |
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|
2021
Q1 | $4.16M | Sell |
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|
2020
Q4 | $3.84M | Buy |
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