Carlton Hofferkamp & Jenks Wealth Management’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 | $1.59M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.57M | Sell |
|
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.44M | Buy |
|
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.05M | Buy |
|
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $946K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $947K | Sell |
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|
2020
Q3 | $992K | Sell |
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|
2020
Q2 | $926K | Buy |
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|
2020
Q1 | $827K | Buy |
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|
2019
Q4 | $973K | Buy |
|