Brinker Capital Investments’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 | $726K | Buy |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $868K | Buy |
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|
2024
Q3 | $842K | Buy |
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $481K | Hold |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $60K | Hold |
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|
2019
Q3 | $55K | Sell |
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|
2019
Q2 | $109K | Buy |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $2.18M | Buy |
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|
2017
Q3 | $1.99M | Buy |
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|
2017
Q2 | $654K | Buy |
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|
2017
Q1 | $528K | Buy |
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|
2016
Q4 | $299K | Buy |
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|
2016
Q3 | $67K | Buy |
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|
2016
Q2 | $51K | Buy |
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|
2016
Q1 | $37K | Buy |
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|
2015
Q4 | $24K | Sell |
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|
2015
Q3 | $24K | Buy |
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|
2015
Q2 | $10K | Sell |
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|
2015
Q1 | $22K | Hold |
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|
2014
Q4 | $22K | Buy |
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