Crestwood Advisors Group’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
22,811
+961
| +4% | +$90.9K | 0.04% | 197 |
|
|
2025
Q1 | $2.02M | Sell |
21,850
-47
| -0.2% | -$4.34K | 0.04% | 199 |
|
|
2024
Q4 | $2.03M | Buy |
21,897
+1,786
| +9% | +$165K | 0.04% | 187 |
|
|
2024
Q3 | $1.92M | Sell |
20,111
-381
| -2% | -$36.4K | 0.04% | 188 |
|
|
2024
Q2 | $1.81M | Buy |
20,492
+97
| +0.5% | +$8.55K | 0.04% | 183 |
|
|
2024
Q1 | $1.84M | Buy |
20,395
+522
| +3% | +$47.2K | 0.04% | 175 |
|
|
2023
Q4 | $1.68M | Sell |
19,873
-3,740
| -16% | -$315K | 0.04% | 172 |
|
|
2023
Q3 | $1.76M | Buy |
+23,613
| New | +$1.76M | 0.05% | 162 |
|