Fingerlakes Wealth 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 | $217K | Buy |
2,290
+10
| +0.4% | +$946 | 0.16% | 84 |
|
|
2025
Q1 | $210K | Sell |
2,280
-9
| -0.4% | -$830 | 0.18% | 82 |
|
|
2024
Q4 | $212K | Buy |
2,289
+14
| +0.6% | +$1.3K | 0.17% | 85 |
|
|
2024
Q3 | $217K | Buy |
+2,275
| New | +$217K | 0.18% | 85 |
|
|
2024
Q2 | – | Sell |
-2,250
| Closed | -$204K | – | 90 |
|
|
2024
Q1 | $204K | Buy |
+2,250
| New | +$204K | 0.2% | 89 |
|