Choate Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Choate Investment Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$426K	Hold
2025 Q1	$415K	Sell
2024 Q4	$434K	Hold
2024 Q3	$447K	Hold
2024 Q2	$413K	Buy
2024 Q1	$407K	Buy
2021 Q3	–	Sell
2021 Q2	$5K	Buy