Edge Capital Group’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
2024
Q4
$6.66M Sell
2024
Q3
$7M Sell
2024
Q2
$6.55M Sell
2024
Q1
$6.85M Buy
2023
Q4
$6.32M Sell
2023
Q3
$5.65M Hold
2023
Q2
$5.93M Hold
2023
Q1
$5.59M Sell
2022
Q4
$5.57M Buy
2022
Q3
$4.4M Hold
2022
Q2
$4.7M Sell
2022
Q1
$5.4M Sell
2021
Q4
$5.49M Buy
2021
Q3
$5.05M Sell
2021
Q2
$5.22M Sell
2021
Q1
$5.26M Sell
2020
Q4
$4.83M Buy
2020
Q3
$4.2M Sell
2020
Q2
$4.46M Sell
2020
Q1
$6.54M Buy
2019
Q4
$8.42M Hold
2019
Q3
$7.72M Sell
2019
Q2
$7.83M Buy
2019
Q1
$7.55M Sell
2018
Q4
$6.94M Buy