Carl P. Sherr & Co’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 | $12.6M | Buy |
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|
2025
Q1 | $12.3M | Sell |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $12.7M | Sell |
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|
2024
Q2 | $11.9M | Sell |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $11.5M | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $9.45M | Buy |
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|
2022
Q4 | $8.68M | Buy |
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|
2022
Q3 | $6.43M | Buy |
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|
2022
Q2 | $6.21M | Buy |
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|
2022
Q1 | $5.75M | Buy |
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|
2021
Q4 | $5.78M | Buy |
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|
2021
Q3 | $4.68M | Buy |
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|
2021
Q2 | $4.72M | Buy |
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|
2021
Q1 | $3.71M | Buy |
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|
2020
Q4 | $3.19M | Buy |
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|
2020
Q3 | $2.54M | Buy |
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|
2020
Q2 | $2.11M | Sell |
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|
2020
Q1 | $1.97M | Buy |
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|
2019
Q4 | $2.64M | Buy |
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