Christensen King & Associates Investment Services’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
4,241
+4
| +0.1% | +$379 | 0.18% | 67 |
|
|
2025
Q1 | $393K | Sell |
4,237
-6
| -0.1% | -$557 | 0.19% | 69 |
|
|
2024
Q4 | $399K | Sell |
4,243
-15
| -0.4% | -$1.41K | 0.19% | 67 |
|
|
2024
Q3 | $407K | Buy |
4,258
+5
| +0.1% | +$477 | 0.19% | 67 |
|
|
2024
Q2 | $375K | Buy |
4,253
+4
| +0.1% | +$353 | 0.18% | 69 |
|
|
2024
Q1 | $384K | Buy |
4,249
+5
| +0.1% | +$452 | 0.19% | 67 |
|
|
2023
Q4 | $358K | Buy |
+4,244
| New | +$358K | 0.19% | 67 |
|