Coldstream Capital Management’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 | $903K | Sell |
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|
2025
Q1 | $934K | Hold |
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|
2024
Q4 | $937K | Hold |
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|
2024
Q3 | $966K | Hold |
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|
2024
Q2 | $891K | Hold |
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|
2024
Q1 | $915K | Hold |
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|
2023
Q4 | $853K | Hold |
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|
2023
Q3 | $755K | Sell |
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|
2023
Q2 | $839K | Hold |
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|
2023
Q1 | $791K | Sell |
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|
2022
Q4 | $772K | Buy |
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|
2022
Q2 | $584K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $2.42M | Sell |
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|
2019
Q2 | $2.43M | Buy |
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