EverSource 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 | $91.5K | Sell |
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|
2025
Q1 | $106K | Buy |
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|
2024
Q4 | $89.5K | Hold |
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|
2024
Q3 | $92.3K | Hold |
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|
2024
Q2 | $89.4K | Hold |
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|
2024
Q1 | $83.7K | Sell |
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|
2023
Q4 | $88.7K | Hold |
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|
2023
Q3 | $78.5K | Buy |
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|
2023
Q2 | $75.7K | Sell |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | $48K | Sell |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $78K | Sell |
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|
2021
Q4 | $88K | Buy |
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