Bleakley Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bleakley Financial Group’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$871K	Buy
2024 Q3	$207K	Buy
2023 Q3	–	Sell
2023 Q2	$283K	Hold
2023 Q1	$267K	Sell
2022 Q4	$286K	Buy