Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Buy |
134,278
+1,218
| +0.9% | +$128K | 0.01% | 563 |
|
|
2025
Q4 | $13.6M | Sell |
133,060
-1,966
| -1% | -$199K | 0.01% | 506 |
|
|
2025
Q3 | $13.5M | Sell |
135,026
-3,715
| -3% | -$362K | 0.01% | 470 |
|
|
2025
Q2 | $13.1M | Sell |
138,741
-11,947
| -8% | -$1.08M | 0.01% | 446 |
|
|
2025
Q1 | $13.9M | Buy |
150,688
+17,670
| +13% | +$1.66M | 0.01% | 396 |
|
|
2024
Q4 | $12.3M | Buy |
133,018
+9,023
| +7% | +$868K | 0.01% | 393 |
|
|
2024
Q3 | $11.8M | Buy |
123,995
+889
| +0.7% | +$81.7K | 0.01% | 393 |
|
|
2024
Q2 | $10.8M | Buy |
123,106
+8,970
| +8% | +$791K | 0.01% | 393 |
|
|
2024
Q1 | $10.3M | Buy |
114,136
+13,827
| +14% | +$1.19M | 0.01% | 394 |
|
|
2023
Q4 | $8.46M | Sell |
100,309
-565
| -0.6% | -$44K | 0.02% | 419 |
|
|
2023
Q3 | $7.53M | Buy |
100,874
+10,441
| +12% | +$819K | 0.01% | 423 |
|
|
2023
Q2 | $7.08M | Buy |
90,433
+3,718
| +4% | +$278K | 0.01% | 423 |
|
|
2023
Q1 | $6.4M | Buy |
86,715
+3,013
| +4% | +$222K | 0.01% | 442 |
|
|
2022
Q4 | $5.91M | Buy |
83,702
+509
| +0.6% | +$35.4K | 0.01% | 443 |
|
|
2022
Q3 | $5.21M | Buy |
83,193
+11,058
| +15% | +$763K | 0.01% | 429 |
|
|
2022
Q2 | $4.82M | Buy |
72,135
+10,182
| +16% | +$731K | 0.01% | 458 |
|
|
2022
Q1 | $4.7M | Buy |
61,953
+369
| +0.6% | +$27.7K | 0.01% | 469 |
|
|
2021
Q4 | $4.7M | Sell |
61,584
-770
| -1% | -$57.1K | 0.01% | 432 |
|
|
2021
Q3 | $4.42M | Sell |
62,354
-802
| -1% | -$58.2K | 0.01% | 445 |
|
|
2021
Q2 | $4.54M | Buy |
63,156
+698
| +1% | +$50.2K | 0.01% | 432 |
|
|
2021
Q1 | $4.3M | Buy |
62,458
+1,839
| +3% | +$121K | 0.01% | 455 |
|
|
2020
Q4 | $3.77M | Buy |
60,619
+6,422
| +12% | +$376K | 0.01% | 445 |
|
|
2020
Q3 | $2.94M | Buy |
54,197
+30,577
| +129% | +$1.67M | 0.01% | 440 |
|
|
2020
Q2 | $1.23M | Buy |
23,620
+14,261
| +152% | +$728K | ﹤0.01% | 667 |
|
|
2020
Q1 | $432K | Buy |
9,359
+808
| +9% | +$46.5K | ﹤0.01% | 1026 |
|
|
2019
Q4 | $539K | Sell |
8,551
-193
| -2% | -$11.6K | ﹤0.01% | 1074 |
|
|
2019
Q3 | $505K | Buy |
8,744
+1,540
| +21% | +$87.6K | ﹤0.01% | 1059 |
|
|
2019
Q2 | $408K | Sell |
7,204
-2,803
| -28% | -$156K | ﹤0.01% | 1187 |
|
|
2019
Q1 | $549K | Sell |
10,007
-3,458
| -26% | -$185K | ﹤0.01% | 980 |
|
|
2018
Q4 | $661K | Buy |
13,465
+4,428
| +49% | +$235K | ﹤0.01% | 837 |
|
|
2018
Q3 | $510K | Sell |
9,037
-908
| -9% | -$50.7K | ﹤0.01% | 1067 |
|
|
2018
Q2 | $534K | Hold |
9,945
| – | – | ﹤0.01% | 1034 |
|
|
2018
Q1 | $528K | Buy |
9,945
+626
| +7% | +$34.7K | ﹤0.01% | 1055 |
|
|
2017
Q4 | $516K | Buy |
9,319
+1,440
| +18% | +$77.4K | ﹤0.01% | 1056 |
|
|
2017
Q3 | $412K | Buy |
7,879
+2,972
| +61% | +$153K | ﹤0.01% | 1141 |
|
|
2017
Q2 | $250K | Sell |
4,907
-4,636
| -49% | -$234K | ﹤0.01% | 1384 |
|
|
2017
Q1 | $482K | Buy |
9,543
+6,018
| +171% | +$303K | ﹤0.01% | 1009 |
|
|
2016
Q4 | $173K | Hold |
3,525
| – | – | ﹤0.01% | 1480 |
|
|
2016
Q3 | $163K | Hold |
3,525
| – | – | ﹤0.01% | 1520 |
|
|
2016
Q2 | $158K | Buy |
3,525
+2,355
| +201% | +$103K | ﹤0.01% | 1388 |
|
|
2016
Q1 | $50K | Hold |
1,170
| – | – | ﹤0.01% | 2110 |
|
|
2015
Q4 | $50K | Hold |
1,170
| – | – | ﹤0.01% | 2123 |
|
|
2015
Q3 | $47K | Buy |
+1,170
| New | +$50.5K | ﹤0.01% | 2087 |
|
Other funds holding IUSV
S
BTI
KIM
AL
MFG