Bradley Foster & Sargent’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 | $447K | Hold |
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|
2025
Q1 | $436K | Hold |
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|
2024
Q4 | $438K | Hold |
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|
2024
Q3 | $451K | Hold |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $428K | Hold |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $388K | Hold |
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|
2021
Q3 | $361K | Buy |
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