Capital Analysts LLC’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 | $225K | Buy |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $235K | Buy |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $122K | Sell |
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|
2023
Q3 | $132K | Sell |
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|
2023
Q2 | $142K | Sell |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $2.73M | Sell |
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|
2022
Q2 | $2.93M | Buy |
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|
2022
Q1 | $3.32M | Buy |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.14M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $769K | Buy |
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|
2020
Q3 | $169K | Hold |
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|
2020
Q2 | $162K | Hold |
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|
2020
Q1 | $144K | Hold |
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|
2019
Q4 | $196K | Sell |
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|
2019
Q3 | $196K | Hold |
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|
2019
Q2 | $192K | Hold |
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|
2019
Q1 | $186K | Hold |
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|
2018
Q4 | $167K | Hold |
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|
2018
Q3 | $191K | Hold |
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|
2018
Q2 | $182K | Hold |
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|
2018
Q1 | $180K | Hold |
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|
2017
Q4 | $188K | Hold |
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|
2017
Q3 | $178K | Hold |
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|
2017
Q2 | $173K | Hold |
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|
2017
Q1 | $171K | Hold |
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|
2016
Q4 | $167K | Buy |
|