Essex Savings Bank’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 | $520K | Hold |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $567K | Hold |
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|
2024
Q3 | $585K | Hold |
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|
2024
Q2 | $540K | Hold |
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|
2024
Q1 | $516K | Hold |
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|
2023
Q4 | $516K | Hold |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $479K | Hold |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $235K | Buy |
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