Cahill Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
21,921
+89
| +0.4% | +$8.42K | 0.26% | 70 |
|
|
2025
Q1 | $2.01M | Buy |
21,832
+80
| +0.4% | +$7.38K | 0.27% | 66 |
|
|
2024
Q4 | $2.01M | Buy |
21,752
+539
| +3% | +$49.9K | 0.27% | 70 |
|
|
2024
Q3 | $2.03M | Buy |
21,213
+421
| +2% | +$40.2K | 0.28% | 67 |
|
|
2024
Q2 | $1.83M | Buy |
20,792
+3,022
| +17% | +$266K | 0.25% | 78 |
|
|
2024
Q1 | $1.61M | Buy |
17,770
+75
| +0.4% | +$6.78K | 0.22% | 86 |
|
|
2023
Q4 | $1.49M | Buy |
17,695
+216
| +1% | +$18.2K | 0.22% | 88 |
|
|
2023
Q3 | $1.3M | Buy |
17,479
+39
| +0.2% | +$2.91K | 0.22% | 97 |
|
|
2023
Q2 | $1.36M | Buy |
17,440
+97
| +0.6% | +$7.59K | 0.22% | 94 |
|
|
2023
Q1 | $1.28M | Buy |
17,343
+118
| +0.7% | +$8.71K | 0.23% | 100 |
|
|
2022
Q4 | $1.22M | Buy |
17,225
+5,554
| +48% | +$392K | 0.23% | 105 |
|
|
2022
Q3 | $731K | Buy |
11,671
+3,537
| +43% | +$222K | 0.15% | 129 |
|
|
2022
Q2 | $544K | Sell |
8,134
-434
| -5% | -$29K | 0.12% | 147 |
|
|
2022
Q1 | $650K | Buy |
8,568
+257
| +3% | +$19.5K | 0.12% | 140 |
|
|
2021
Q4 | $634K | Buy |
8,311
+42
| +0.5% | +$3.2K | 0.12% | 148 |
|
|
2021
Q3 | $586K | Buy |
8,269
+289
| +4% | +$20.5K | 0.12% | 146 |
|
|
2021
Q2 | $574K | Buy |
7,980
+29
| +0.4% | +$2.09K | 0.13% | 138 |
|
|
2021
Q1 | $548K | Buy |
7,951
+40
| +0.5% | +$2.76K | 0.13% | 130 |
|
|
2020
Q4 | $492K | Buy |
7,911
+457
| +6% | +$28.4K | 0.12% | 133 |
|
|
2020
Q3 | $405K | Buy |
7,454
+54
| +0.7% | +$2.93K | 0.15% | 119 |
|
|
2020
Q2 | $387K | Buy |
+7,400
| New | +$387K | 0.15% | 122 |
|