Concord Wealth Partners’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
$47.2K Buy
2025
Q1
$45.9K Buy
2024
Q4
$45.8K Buy
2024
Q3
$47K Buy
2024
Q2
$43.1K Buy
2024
Q1
$44K Buy
2023
Q4
$40.8K Buy
2023
Q3
$35.8K Hold
2023
Q2
$37.5K Sell
2023
Q1
$37.7K Buy
2022
Q4
$35.9K Buy
2022
Q3
Sell
2022
Q2
$34K Sell
2022
Q1
$42K Sell
2021
Q4
$44K Buy
2021
Q3
$2K Hold
2021
Q2
$2K Hold
2021
Q1
$2K Sell
2020
Q4
$142K Buy