Congress Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
8,532
+4,184
| +96% | +$396K | 0.01% | 764 |
|
|
2025
Q1 | $402K | Buy |
4,348
+940
| +28% | +$86.8K | ﹤0.01% | 874 |
|
|
2024
Q4 | $316K | Sell |
3,408
-228
| -6% | -$21.1K | ﹤0.01% | 752 |
|
|
2024
Q3 | $347K | Hold |
3,636
| – | – | ﹤0.01% | 702 |
|
|
2024
Q2 | $320K | Hold |
3,636
| – | – | 0.01% | 600 |
|
|
2024
Q1 | $329K | Hold |
3,636
| – | – | 0.01% | 496 |
|
|
2023
Q4 | $307K | Buy |
3,636
+147
| +4% | +$12.4K | 0.01% | 526 |
|
|
2023
Q3 | $260K | Buy |
+3,489
| New | +$260K | 0.01% | 543 |
|