Clifford Group’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 | $361K | Hold |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $293K | Buy |
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