Continuum Advisory’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 | – | Sell |
-1,556
| Closed | -$144K | – | 1004 |
|
|
2025
Q1 | $144K | Hold |
1,556
| – | – | 0.02% | 455 |
|
|
2024
Q4 | $144K | Sell |
1,556
-272
| -15% | -$25.2K | 0.02% | 452 |
|
|
2024
Q3 | $177K | Buy |
1,828
+272
| +17% | +$26.4K | 0.02% | 414 |
|
|
2024
Q2 | $137K | Hold |
1,556
| – | – | 0.02% | 436 |
|
|
2024
Q1 | $138K | Buy |
+1,556
| New | +$138K | 0.02% | 428 |
|