Corient Private Wealth’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 | $43.1M | Sell |
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|
2025
Q1 | $74.1M | Buy |
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|
2024
Q4 | $29.1M | Sell |
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|
2024
Q3 | $77.6M | Buy |
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|
2024
Q2 | $64.3M | Sell |
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|
2024
Q1 | $66.4M | Buy |
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|
2023
Q4 | $59M | Buy |
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|
2023
Q3 | $6.73M | Buy |
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|
2023
Q2 | $6.54M | Buy |
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|
2023
Q1 | $5.62M | Buy |
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|
2022
Q4 | $4.7M | Buy |
|