Farther Finance Advisors’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 | $1.87M | Sell |
19,794
-1,267
| -6% | -$120K | 0.04% | 382 |
|
|
2025
Q1 | $1.94M | Buy |
21,061
+2,727
| +15% | +$251K | 0.05% | 307 |
|
|
2024
Q4 | $1.7M | Buy |
18,334
+2,045
| +13% | +$189K | 0.06% | 245 |
|
|
2024
Q3 | $1.56M | Sell |
16,289
-698
| -4% | -$66.7K | 0.06% | 239 |
|
|
2024
Q2 | $1.49M | Buy |
16,987
+1,942
| +13% | +$170K | 0.07% | 215 |
|
|
2024
Q1 | $1.35M | Buy |
15,045
+467
| +3% | +$42K | 0.08% | 203 |
|
|
2023
Q4 | $1.23M | Buy |
14,578
+10,706
| +276% | +$903K | 0.09% | 207 |
|
|
2023
Q3 | $289K | Buy |
3,872
+947
| +32% | +$70.7K | 0.05% | 302 |
|
|
2023
Q2 | $229K | Sell |
2,925
-36
| -1% | -$2.82K | 0.05% | 292 |
|
|
2023
Q1 | $218K | Buy |
2,961
+913
| +45% | +$67.4K | 0.06% | 249 |
|
|
2022
Q4 | $145K | Buy |
+2,048
| New | +$145K | 0.06% | 265 |
|