EPM
Elm Partners Management’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 | $4.33M | Sell |
45,739
-5,275
| -10% | -$499K | 0.25% | 30 |
|
|
2025
Q1 | $4.71M | Sell |
51,014
-8,087
| -14% | -$746K | 0.3% | 29 |
|
|
2024
Q4 | $5.47M | Buy |
59,101
+7,883
| +15% | +$730K | 0.37% | 25 |
|
|
2024
Q3 | $4.89M | Sell |
51,218
-336
| -0.7% | -$32.1K | 0.35% | 24 |
|
|
2024
Q2 | $4.54M | Buy |
51,554
+5,146
| +11% | +$454K | 0.35% | 29 |
|
|
2024
Q1 | $4.2M | Sell |
46,408
-46
| -0.1% | -$4.16K | 0.33% | 28 |
|
|
2023
Q4 | $3.92M | Sell |
46,454
-3,183
| -6% | -$268K | 0.36% | 29 |
|
|
2023
Q3 | $3.7M | Sell |
49,637
-350
| -0.7% | -$26.1K | 0.38% | 26 |
|
|
2023
Q2 | $3.91M | Sell |
49,987
-157
| -0.3% | -$12.3K | 0.39% | 25 |
|
|
2023
Q1 | $3.7M | Buy |
50,144
+19,918
| +66% | +$1.47M | 0.39% | 25 |
|
|
2022
Q4 | $2.13M | Sell |
30,226
-2,579
| -8% | -$182K | 0.25% | 26 |
|
|
2022
Q3 | $2.05M | Buy |
32,805
+1,434
| +5% | +$89.8K | 0.28% | 27 |
|
|
2022
Q2 | $2.1M | Buy |
31,371
+4,334
| +16% | +$290K | 0.27% | 26 |
|
|
2022
Q1 | $2.05M | Sell |
27,037
-26,065
| -49% | -$1.98M | 0.26% | 24 |
|
|
2021
Q4 | $4.05M | Sell |
53,102
-574
| -1% | -$43.8K | 0.5% | 21 |
|
|
2021
Q3 | $3.81M | Sell |
53,676
-666
| -1% | -$47.2K | 0.51% | 23 |
|
|
2021
Q2 | $3.91M | Sell |
54,342
-975
| -2% | -$70.2K | 0.51% | 21 |
|
|
2021
Q1 | $3.81M | Sell |
55,317
-1,211
| -2% | -$83.4K | 0.54% | 23 |
|
|
2020
Q4 | $3.52M | Sell |
56,528
-2,864
| -5% | -$178K | 0.53% | 28 |
|
|
2020
Q3 | $3.22M | Sell |
59,392
-6,726
| -10% | -$365K | 0.54% | 29 |
|
|
2020
Q2 | $3.45M | Sell |
66,118
-558
| -0.8% | -$29.1K | 0.62% | 29 |
|
|
2020
Q1 | $3.08M | Buy |
66,676
+27,728
| +71% | +$1.28M | 0.68% | 28 |
|
|
2019
Q4 | $2.25M | Sell |
38,948
-1,108
| -3% | -$64K | 0.49% | 28 |
|
|
2019
Q3 | $2.32M | Sell |
40,056
-7,527
| -16% | -$435K | 0.52% | 29 |
|
|
2019
Q2 | $2.7M | Buy |
47,583
+6,685
| +16% | +$379K | 0.6% | 29 |
|
|
2019
Q1 | $2.24M | Buy |
40,898
+18,705
| +84% | +$1.03M | 0.6% | 28 |
|
|
2018
Q4 | $1.08M | Buy |
+22,193
| New | +$1.08M | 0.37% | 24 |
|