EAM
Empirical Asset 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 | $787K | Hold |
8,315
| – | – | 0.24% | 120 |
|
2025
Q1 | $767K | Sell |
8,315
-276,291
| -97% | -$25.5M | 0.26% | 106 |
|
2024
Q4 | $911K | Hold |
284,606
| – | – | 0.3% | 98 |
|
2024
Q3 | $931K | Hold |
284,606
| – | – | 0.33% | 84 |
|
2024
Q2 | $881K | Buy |
+284,606
| New | +$881K | 0.33% | 78 |
|