Capital Advisors Ltd’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 | $14K | Hold |
153
| – | – | ﹤0.01% | 707 |
|
|
2025
Q1 | $14K | Hold |
153
| – | – | ﹤0.01% | 694 |
|
|
2024
Q4 | $14K | Hold |
153
| – | – | ﹤0.01% | 701 |
|
|
2024
Q3 | $15K | Hold |
153
| – | – | ﹤0.01% | 676 |
|
|
2024
Q2 | $13K | Hold |
153
| – | – | ﹤0.01% | 691 |
|
|
2024
Q1 | $14K | Hold |
153
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $13K | Hold |
153
| – | – | ﹤0.01% | 648 |
|
|
2023
Q3 | $11K | Hold |
153
| – | – | ﹤0.01% | 664 |
|
|
2023
Q2 | $12K | Hold |
153
| – | – | ﹤0.01% | 662 |
|
|
2023
Q1 | $11K | Hold |
153
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $11K | Hold |
153
| – | – | ﹤0.01% | 542 |
|
|
2022
Q3 | $10K | Hold |
153
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $10K | Buy |
+153
| New | +$10K | ﹤0.01% | 506 |
|