Exencial 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
Q3 | $461K | Hold |
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|
2025
Q2 | $436K | Sell |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $402K | Buy |
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|
2024
Q1 | $407K | Hold |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $216K | Buy |
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