Elevate Wealth Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
11,006
-440
| -4% | -$41.6K | 0.74% | 30 |
|
|
2025
Q1 | $1.06M | Buy |
11,446
+6
| +0.1% | +$554 | 0.75% | 29 |
|
|
2024
Q4 | $1.06M | Sell |
11,440
-816
| -7% | -$75.6K | 0.79% | 28 |
|
|
2024
Q3 | $1.17M | Sell |
12,256
-573
| -4% | -$54.7K | 0.87% | 26 |
|
|
2024
Q2 | $1.13M | Sell |
12,829
-743
| -5% | -$65.5K | 0.92% | 25 |
|
|
2024
Q1 | $1.23M | Sell |
13,572
-7,028
| -34% | -$636K | 1.07% | 23 |
|
|
2023
Q4 | $1.74M | Buy |
+20,600
| New | +$1.74M | 1.59% | 18 |
|