Caldwell Sutter Capital’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 | $26.9K | Hold |
284
| – | – | 0.01% | 428 |
|
|
2025
Q1 | $26.2K | Hold |
284
| – | – | 0.01% | 431 |
|
|
2024
Q4 | $26.3K | Hold |
284
| – | – | 0.01% | 441 |
|
|
2024
Q3 | $27.1K | Hold |
284
| – | – | 0.01% | 439 |
|
|
2024
Q2 | $25K | Hold |
284
| – | – | 0.01% | 450 |
|
|
2024
Q1 | $25.7K | Hold |
284
| – | – | 0.01% | 438 |
|
|
2023
Q4 | $24K | Hold |
284
| – | – | 0.01% | 434 |
|
|
2023
Q3 | $21.2K | Hold |
284
| – | – | 0.01% | 434 |
|
|
2023
Q2 | $22.2K | Hold |
284
| – | – | 0.01% | 428 |
|
|
2023
Q1 | $21K | Buy |
+284
| New | +$21K | 0.02% | 332 |
|