CPA Asset Management’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
Q3 | $318K | Hold |
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|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $341K | Hold |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $497K | Buy |
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