Family Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
42,864
+5,869
| +16% | +$555K | 2.13% | 11 |
|
|
2025
Q1 | $3.41M | Buy |
36,995
+4,033
| +12% | +$372K | 2.11% | 13 |
|
|
2024
Q4 | $3.05M | Buy |
32,962
+4,443
| +16% | +$411K | 1.84% | 14 |
|
|
2024
Q3 | $2.72M | Buy |
28,519
+2,762
| +11% | +$264K | 1.76% | 14 |
|
|
2024
Q2 | $2.27M | Buy |
25,757
+4,041
| +19% | +$356K | 1.55% | 16 |
|
|
2024
Q1 | $1.96M | Buy |
21,716
+4,224
| +24% | +$382K | 1.37% | 18 |
|
|
2023
Q4 | $1.48M | Buy |
17,492
+11,900
| +213% | +$1M | 1.05% | 20 |
|
|
2023
Q3 | $417K | Buy |
+5,592
| New | +$417K | 0.28% | 48 |
|