D.J. St. Germain’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 | $680K | Hold |
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|
2025
Q2 | $644K | Buy |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $662K | Hold |
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|
2024
Q3 | $683K | Hold |
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|
2024
Q2 | $630K | Hold |
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|
2024
Q1 | $647K | Hold |
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|
2023
Q4 | $603K | Hold |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $594K | Buy |
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|
2022
Q4 | $324 | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $348K | Hold |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $233K | Buy |
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|
2019
Q4 | $308K | Hold |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $277K | Hold |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $312K | Hold |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $260K | Hold |
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|
2017
Q4 | $271K | Hold |
|
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|
2017
Q3 | $256K | Hold |
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|
2017
Q2 | $249K | Hold |
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|
2017
Q1 | $247K | Hold |
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|
2016
Q4 | $240K | Hold |
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|
2016
Q3 | $225K | Hold |
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|
2016
Q2 | $219K | Hold |
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|
2016
Q1 | $210K | Hold |
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|
2015
Q4 | $208K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $220K | Hold |
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|
2015
Q1 | $220K | Hold |
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|
2014
Q4 | $222K | Hold |
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|
2014
Q3 | $213K | Hold |
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|
2014
Q2 | $216K | Hold |
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|
2014
Q1 | $206K | Hold |
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|
2013
Q4 | $201K | Buy |
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