Essex Financial Services’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 | $583K | Sell |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $584K | Buy |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $939K | Buy |
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|
2023
Q3 | $829K | Buy |
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|
2023
Q2 | $854K | Buy |
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|
2023
Q1 | $752K | Buy |
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|
2022
Q4 | $632K | Sell |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $261K | Buy |
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