Forte Asset Management’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
Q2 | $500K | Hold |
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|
2025
Q1 | $488K | Hold |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $505K | Hold |
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|
2024
Q2 | $466K | Hold |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $446K | Hold |
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $414K | Hold |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $354K | Buy |
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