Certified Advisory Corp’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 | $11.4M | Buy |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $9.83M | Buy |
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|
2024
Q1 | $8.83M | Buy |
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|
2023
Q4 | $8.01M | Buy |
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|
2023
Q3 | $6.8M | Buy |
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|
2023
Q2 | $7.1M | Sell |
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|
2023
Q1 | $7.97M | Sell |
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|
2022
Q4 | $7.7M | Buy |
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|
2022
Q3 | $6.81M | Buy |
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|
2022
Q2 | $7.22M | Buy |
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|
2022
Q1 | $8.17M | Buy |
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|
2021
Q4 | $8.11M | Sell |
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|
2021
Q3 | $7.63M | Sell |
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|
2021
Q2 | $7.77M | Sell |
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|
2021
Q1 | $7.46M | Buy |
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|
2020
Q2 | $2.79M | Sell |
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|
2020
Q1 | $2.63M | Buy |
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|
2019
Q4 | $3.4M | Buy |
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|
2019
Q3 | $2.9M | Buy |
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|
2019
Q2 | $2.35M | Buy |
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|
2019
Q1 | $2.15M | Buy |
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|
2018
Q4 | $396K | Buy |
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|
2018
Q3 | $454K | Sell |
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|
2018
Q2 | $478K | Hold |
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|
2018
Q1 | $473K | Buy |
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|
2017
Q4 | $493K | Buy |
|