Clearstead 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 | $141K | Hold |
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|
2025
Q1 | $138K | Hold |
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|
2024
Q4 | $138K | Hold |
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|
2024
Q3 | $142K | Hold |
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $133K | Hold |
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|
2023
Q4 | $126K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $110K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $93K | Buy |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $113K | Hold |
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|
2021
Q4 | $114K | Hold |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $107K | Hold |
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|
2021
Q1 | $103K | Buy |
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|
2020
Q4 | $74K | Hold |
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|
2020
Q3 | $65K | Hold |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $55K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.32M | Hold |
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|
2018
Q4 | $1.19M | Buy |
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