Financial Perspectives’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 | $175K | Buy |
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|
2025
Q2 | $165K | Sell |
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|
2025
Q1 | $162K | Buy |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $165K | Buy |
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|
2024
Q2 | $152K | Buy |
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|
2024
Q1 | $153K | Buy |
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|
2023
Q4 | $138K | Buy |
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|
2023
Q3 | $116K | Buy |
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|
2023
Q2 | $119K | Buy |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $93.7K | Buy |
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|
2022
Q2 | $99.3K | Buy |
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|
2022
Q1 | $112K | Buy |
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|
2021
Q4 | $110K | Buy |
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|
2021
Q3 | $101K | Buy |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $88K | Buy |
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|
2020
Q3 | $76.6K | Buy |
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|
2020
Q2 | $73.4K | Buy |
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|
2020
Q1 | $64.7K | Buy |
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|
2019
Q4 | $87.5K | Buy |
|