Capital Investment Advisory Services’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 | $103K | Hold |
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2025
Q1 | $100K | Buy |
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|
2024
Q4 | $93.8K | Hold |
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2024
Q3 | $96.7K | Buy |
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|
2024
Q2 | $78.3K | Hold |
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|
2024
Q1 | $80.3K | Buy |
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|
2023
Q4 | $5.31K | Sell |
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|
2023
Q3 | $18.5K | Sell |
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|
2023
Q2 | $42.4K | Hold |
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|
2023
Q1 | $40K | Buy |
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|
2022
Q4 | $25.2K | Hold |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $45K | Sell |
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|
2021
Q3 | $174K | Sell |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $25K | Buy |
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