CIA
Choate Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Hold |
4,500
| – | – | 0.01% | 288 |
|
|
2025
Q1 | $415K | Sell |
4,500
-185
| -4% | -$17.1K | 0.01% | 281 |
|
|
2024
Q4 | $434K | Hold |
4,685
| – | – | 0.01% | 286 |
|
|
2024
Q3 | $447K | Hold |
4,685
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $413K | Buy |
4,685
+185
| +4% | +$16.3K | 0.01% | 273 |
|
|
2024
Q1 | $407K | Buy |
+4,500
| New | +$407K | 0.01% | 289 |
|
|
2021
Q3 | – | Sell |
-71
| Closed | -$5K | – | 321 |
|
|
2021
Q2 | $5K | Buy |
+71
| New | +$5K | ﹤0.01% | 327 |
|