Defined Wealth 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 | $5.82M | Buy |
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|
2025
Q2 | $5.51M | Sell |
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|
2025
Q1 | $5.62M | Buy |
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|
2024
Q4 | $5.61M | Sell |
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|
2024
Q3 | $5.83M | Buy |
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|
2024
Q2 | $5.27M | Sell |
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|
2024
Q1 | $5.68M | Sell |
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|
2023
Q4 | $5.31M | Buy |
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|
2023
Q3 | $3.72M | Buy |
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|
2023
Q2 | $3.61M | Sell |
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|
2023
Q1 | $3.86M | Buy |
|