Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $254K | Buy |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $239K | Buy |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $199K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $258K | Sell |
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|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $4.35M | Sell |
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|
2021
Q2 | $4.52M | Buy |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.41M | Hold |
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|
2019
Q4 | $1.92M | Buy |
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|
2019
Q3 | $872K | Sell |
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|
2019
Q2 | $1.65M | Buy |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.32M | Buy |
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|
2018
Q3 | $656K | Buy |
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