Cresset 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
Q2
$4.19M Sell
2025
Q1
$4.22M Buy
2024
Q4
$4.06M Buy
2024
Q3
$3.84M Sell
2024
Q2
$3.86M Sell
2024
Q1
$4M Buy
2023
Q4
$2.24M Sell
2023
Q3
$2.08M Sell
2023
Q2
$2.22M Buy
2023
Q1
$1.35M Sell
2022
Q4
$1.3M Sell
2022
Q3
$1.32M Sell
2022
Q2
$2.39M Sell
2022
Q1
$4.98M Buy
2021
Q4
$3.17M Buy
2021
Q3
$1.1M Buy
2021
Q2
$565K Hold
2021
Q1
$541K Buy
2020
Q4
$350K Buy
2020
Q3
$241K Buy