Evanson Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
2,513
+12
| +0.5% | +$1.14K | 0.01% | 298 |
|
|
2025
Q1 | $231K | Buy |
2,501
+10
| +0.4% | +$923 | 0.02% | 282 |
|
|
2024
Q4 | $231K | Hold |
2,491
| – | – | 0.02% | 282 |
|
|
2024
Q3 | $238K | Buy |
2,491
+15
| +0.6% | +$1.43K | 0.02% | 281 |
|
|
2024
Q2 | $218K | Buy |
2,476
+12
| +0.5% | +$1.06K | 0.02% | 276 |
|
|
2024
Q1 | $223K | Buy |
2,464
+12
| +0.5% | +$1.09K | 0.02% | 280 |
|
|
2023
Q4 | $207K | Buy |
+2,452
| New | +$207K | 0.02% | 276 |
|
|
2019
Q2 | – | Sell |
-5,186
| Closed | -$284K | – | 245 |
|
|
2019
Q1 | $284K | Sell |
5,186
-1,175
| -18% | -$64.3K | 0.06% | 184 |
|
|
2018
Q4 | $312K | Buy |
6,361
+64
| +1% | +$3.14K | 0.07% | 164 |
|
|
2018
Q3 | $355K | Buy |
6,297
+38
| +0.6% | +$2.14K | 0.07% | 162 |
|
|
2018
Q2 | $336K | Buy |
+6,259
| New | +$336K | 0.07% | 178 |
|