Catalyst Private Wealth’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
Q3 | $3.21M | Buy |
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|
2025
Q2 | $2.92M | Buy |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $2.25M | Buy |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.17M | Sell |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $459K | Buy |
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