Eley Financial Management’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 | $4.75M | Buy |
50,220
+47
| +0.1% | +$4.45K | 1.82% | 16 |
|
|
2025
Q1 | $4.62M | Buy |
50,173
+6
| +0% | +$553 | 1.85% | 17 |
|
|
2024
Q4 | $4.64M | Sell |
50,167
-1,202
| -2% | -$111K | 1.81% | 19 |
|
|
2024
Q3 | $4.91M | Sell |
51,369
-1,670
| -3% | -$159K | 1.97% | 16 |
|
|
2024
Q2 | $4.67M | Sell |
53,039
-1,077
| -2% | -$94.9K | 1.98% | 15 |
|
|
2024
Q1 | $4.89M | Sell |
54,116
-509
| -0.9% | -$46K | 2.11% | 13 |
|
|
2023
Q4 | $4.61M | Buy |
54,625
+243
| +0.4% | +$20.5K | 2.16% | 14 |
|
|
2023
Q3 | $4.07M | Sell |
54,382
-870
| -2% | -$65.1K | 2.07% | 15 |
|
|
2023
Q2 | $4.32M | Sell |
55,252
-438
| -0.8% | -$34.3K | 2.11% | 14 |
|
|
2023
Q1 | $4.11M | Sell |
55,690
-1,127
| -2% | -$83.2K | 2.12% | 14 |
|
|
2022
Q4 | $4.01M | Buy |
+56,817
| New | +$4.01M | 2.16% | 11 |
|