CAPTRUST Financial Advisors’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 | $5.2M | Buy |
|
|||||
|
2025
Q1 | $5.07M | Sell |
|
|||||
|
2024
Q4 | $5.24M | Sell |
|
|||||
|
2024
Q3 | $5.42M | Buy |
|
|||||
|
2024
Q2 | $4.85M | Sell |
|
|||||
|
2024
Q1 | $4.99M | Sell |
|
|||||
|
2023
Q4 | $4.83M | Sell |
|
|||||
|
2023
Q3 | $4.4M | Sell |
|
|||||
|
2023
Q2 | $5.08M | Sell |
|
|||||
|
2023
Q1 | $4.85M | Sell |
|
|||||
|
2022
Q4 | $4.76M | Sell |
|
|||||
|
2022
Q3 | $4.72M | Buy |
|
|||||
|
2022
Q2 | $4.73M | Sell |
|
|||||
|
2022
Q1 | $5.99M | Sell |
|
|||||
|
2021
Q4 | $9.34M | Sell |
|
|||||
|
2021
Q3 | $9.06M | Buy |
|
|||||
|
2021
Q2 | $9.19M | Buy |
|
|||||
|
2021
Q1 | $6.29M | Buy |
|
|||||
|
2020
Q4 | $1.42M | Buy |
|
|||||
|
2020
Q3 | $1.18M | Sell |
|
|||||
|
2020
Q2 | $1.39M | Buy |
|
|||||
|
2020
Q1 | $600K | Sell |
|
|||||
|
2019
Q4 | $1.62M | Buy |
|
|||||
|
2019
Q3 | $107K | Hold |
|
|||||
|
2019
Q2 | $105K | Hold |
|
|||||
|
2019
Q1 | $102K | Hold |
|
|||||
|
2018
Q4 | $91K | Hold |
|
|||||
|
2018
Q3 | $105K | Hold |
|
|||||
|
2018
Q2 | $99K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $9K | Hold |
|
|||||
|
2013
Q3 | $8K | Hold |
|
|||||
|
2013
Q2 | $8K | Buy |
|