Disciplina Capital 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 | $157 | Hold |
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|
2025
Q1 | $153 | Sell |
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|
2024
Q4 | $1.43K | Hold |
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|
2024
Q3 | $1.47K | Sell |
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|
2024
Q2 | $107K | Buy |
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|
2024
Q1 | $1.38K | Sell |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $665K | Sell |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $814K | Sell |
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|
2021
Q3 | $6.27M | Buy |
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|
2021
Q2 | $6.28M | Sell |
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|
2021
Q1 | $7.57M | Buy |
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|
2020
Q4 | $6.65M | Buy |
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|
2020
Q3 | $5.56M | Sell |
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|
2020
Q2 | $5.52M | Buy |
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|
2020
Q1 | $2.19M | Hold |
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|
2019
Q4 | $2.98M | Sell |
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|
2019
Q3 | $3.54M | Hold |
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|
2019
Q2 | $3.47M | Buy |
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|
2019
Q1 | $2.08M | Buy |
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