Boyd 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
$1.55M Buy
2025
Q1
$1.01M Buy
2024
Q4
$990K Buy
2024
Q3
$963K Buy
2024
Q2
$782K Buy
2024
Q1
$729K Sell
2023
Q4
$709K Buy
2023
Q3
$526K Sell
2023
Q2
$682K Sell
2023
Q1
$706K Buy
2022
Q4
$554K Buy
2022
Q3
$327K Sell
2022
Q2
$376K Buy