EP Wealth Advisors’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
Q2 | $7.11M | Buy |
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|
2025
Q1 | $3.45M | Sell |
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|
2024
Q4 | $3.5M | Buy |
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|
2024
Q3 | $3.47M | Sell |
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|
2024
Q2 | $3.24M | Sell |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $3.25M | Sell |
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|
2023
Q3 | $2.89M | Buy |
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|
2023
Q2 | $3.13M | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $2.76M | Sell |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $3.48M | Sell |
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|
2021
Q3 | $3.25M | Sell |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.59M | Buy |
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|
2020
Q4 | $689K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $584K | Sell |
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|
2020
Q1 | $657K | Sell |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $959K | Buy |
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