Claro Advisors’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 | $388K | Sell |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $786K | Buy |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $336K | Buy |
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