CIBC Private Wealth Group’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 | $410K | Sell |
4,330
-161
| -4% | -$15.2K | ﹤0.01% | 887 |
|
|
2025
Q1 | $366K | Sell |
4,491
-106
| -2% | -$8.64K | ﹤0.01% | 895 |
|
|
2024
Q4 | $427K | Buy |
4,597
+2,740
| +148% | +$254K | ﹤0.01% | 912 |
|
|
2024
Q3 | $177K | Hold |
1,857
| – | – | ﹤0.01% | 1243 |
|
|
2024
Q2 | $163K | Hold |
1,857
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q1 | $167K | Buy |
+1,857
| New | +$167K | ﹤0.01% | 1199 |
|
|
2023
Q1 | – | Sell |
-1,640
| Closed | -$571K | – | 911 |
|
|
2022
Q4 | $571K | Buy |
+1,640
| New | +$571K | ﹤0.01% | 595 |
|
|
2022
Q3 | – | Sell |
-1,640
| Closed | -$110K | – | 1053 |
|
|
2022
Q2 | $110K | Hold |
1,640
| – | – | ﹤0.01% | 919 |
|
|
2022
Q1 | $124K | Buy |
+1,640
| New | +$124K | ﹤0.01% | 991 |
|