EverSource Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.5K | Sell |
967
-180
| -16% | -$17K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $106K | Buy |
1,147
+180
| +19% | +$16.6K | 0.01% | 886 |
|
|
2024
Q4 | $89.5K | Hold |
967
| – | – | 0.01% | 943 |
|
|
2024
Q3 | $92.3K | Hold |
967
| – | – | 0.01% | 819 |
|
|
2024
Q2 | $89.4K | Hold |
967
| – | – | 0.01% | 839 |
|
|
2024
Q1 | $83.7K | Sell |
967
-85
| -8% | -$7.35K | 0.01% | 777 |
|
|
2023
Q4 | $88.7K | Hold |
1,052
| – | – | 0.01% | 682 |
|
|
2023
Q3 | $78.5K | Buy |
1,052
+85
| +9% | +$6.34K | 0.01% | 654 |
|
|
2023
Q2 | $75.7K | Sell |
967
-1,164
| -55% | -$91.1K | 0.01% | 681 |
|
|
2023
Q1 | $157K | Sell |
2,131
-80
| -4% | -$5.9K | 0.02% | 419 |
|
|
2022
Q4 | $156K | Buy |
2,211
+1,444
| +188% | +$102K | 0.02% | 392 |
|
|
2022
Q3 | $48K | Sell |
767
-265
| -26% | -$16.6K | 0.01% | 649 |
|
|
2022
Q2 | $69K | Hold |
1,032
| – | – | 0.02% | 504 |
|
|
2022
Q1 | $78K | Sell |
1,032
-127
| -11% | -$9.6K | 0.02% | 389 |
|
|
2021
Q4 | $88K | Buy |
+1,159
| New | +$88K | 0.02% | 322 |
|