Fielder Capital Group’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 | $369K | Sell |
3,896
-53
| -1% | -$5.02K | 0.1% | 133 |
|
|
2025
Q1 | $364K | Hold |
3,949
| – | – | 0.11% | 128 |
|
|
2024
Q4 | $366K | Sell |
3,949
-2,500
| -39% | -$231K | 0.11% | 124 |
|
|
2024
Q3 | $616K | Buy |
6,449
+2,395
| +59% | +$229K | 0.2% | 79 |
|
|
2024
Q2 | $357K | Hold |
4,054
| – | – | 0.14% | 103 |
|
|
2024
Q1 | $367K | Hold |
4,054
| – | – | 0.16% | 92 |
|
|
2023
Q4 | $342K | Buy |
+4,054
| New | +$342K | 0.21% | 84 |
|