Corepath 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 | $8.61M | Sell |
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|
2025
Q1 | $7.74M | Sell |
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|
2024
Q4 | $8.36M | Buy |
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|
2024
Q3 | $8.4M | Sell |
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|
2024
Q2 | $7.64M | Sell |
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|
2024
Q1 | $8.2M | Sell |
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|
2023
Q4 | $20.3M | Buy |
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|
2023
Q3 | $17.8M | Buy |
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|
2023
Q2 | $18.3M | Buy |
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|
2023
Q1 | $16.9M | Buy |
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|
2022
Q4 | $16.1M | Buy |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q2 | $13.9M | Sell |
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|
2022
Q1 | $15.9M | Buy |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $13.7M | Buy |
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|
2021
Q2 | $13.5M | Buy |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $9.15M | Buy |
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