Dynamic Advisor Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.89M | Buy |
104,510
+3,281
| +3% | +$310K | 0.31% | 77 |
|
|
2025
Q1 | $9.34M | Buy |
101,229
+2,945
| +3% | +$272K | 0.31% | 79 |
|
|
2024
Q4 | $9.1M | Sell |
98,284
-826
| -0.8% | -$76.5K | 0.39% | 60 |
|
|
2024
Q3 | $9.46M | Buy |
99,110
+1,282
| +1% | +$122K | 0.28% | 81 |
|
|
2024
Q2 | $8.62M | Buy |
97,828
+5,887
| +6% | +$519K | 0.27% | 84 |
|
|
2024
Q1 | $8.32M | Sell |
91,941
-688
| -0.7% | -$62.2K | 0.28% | 89 |
|
|
2023
Q4 | $7.8M | Buy |
92,629
+1,270
| +1% | +$107K | 0.29% | 90 |
|
|
2023
Q3 | $6.82M | Buy |
91,359
+1,947
| +2% | +$145K | 0.32% | 80 |
|
|
2023
Q2 | $7M | Buy |
89,412
+36,019
| +67% | +$2.82M | 0.36% | 63 |
|
|
2023
Q1 | $3.94M | Buy |
53,393
+35,669
| +201% | +$2.63M | 0.23% | 118 |
|
|
2022
Q4 | $1.25M | Buy |
17,724
+13,939
| +368% | +$985K | 0.09% | 245 |
|
|
2022
Q3 | $237K | Buy |
+3,785
| New | +$237K | 0.02% | 582 |
|