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CBIZ Investment Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

CBIZ Investment Advisory Services’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$116K Hold
1,229
– – 0.01% 69
2025
Q1 		$113K Hold
1,229
– – 0.01% 68
2024
Q4 		$114K Sell
1,229
-135
-10% -$12.5K 0.01% 69
2024
Q3 		$130K Hold
1,364
– – 0.01% 59
2024
Q2 		$120K Hold
1,364
– – 0.01% 62
2024
Q1 		$123K Buy
+1,364
New +$123K 0.01% 63