Endowment Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.06M | Buy |
|
|||||
|
2025
Q2 | $5.01M | Buy |
|
|||||
|
2025
Q1 | $3.83M | Buy |
|
|||||
|
2024
Q4 | $3.12M | Buy |
|
|||||
|
2024
Q3 | $2.73M | Buy |
|
|||||
|
2024
Q2 | $2.16M | Buy |
|
|||||
|
2024
Q1 | $1.87M | Buy |
|
|||||
|
2023
Q4 | $1.45M | Buy |
|
|||||
|
2023
Q3 | $1.23M | Buy |
|
|||||
|
2023
Q2 | $1.21M | Buy |
|
|||||
|
2023
Q1 | $986K | Buy |
|
|||||
|
2022
Q4 | $788K | Buy |
|
|||||
|
2022
Q3 | $538K | Buy |
|
|||||
|
2022
Q2 | $492K | Sell |
|
|||||
|
2022
Q1 | $565K | Buy |
|
|||||
|
2021
Q4 | $508K | Buy |
|