ERn Financial LLC’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 | $806K | Buy |
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|
2025
Q2 | $741K | Buy |
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|
2025
Q1 | $722K | Sell |
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|
2024
Q4 | $792K | Sell |
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|
2024
Q3 | $825K | Sell |
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|
2024
Q2 | $807K | Sell |
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|
2024
Q1 | $862K | Buy |
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|
2023
Q4 | $786K | Buy |
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|
2023
Q3 | $681K | Sell |
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|
2023
Q2 | $758K | Sell |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $868K | Buy |
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|
2021
Q1 | $824K | Buy |
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|
2020
Q4 | $675K | Buy |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $428K | Sell |
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|
2020
Q1 | $394K | Buy |
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