ForthRight Wealth 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 | $27.6M | Buy |
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|
2025
Q1 | $26.4M | Buy |
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|
2024
Q4 | $26.1M | Buy |
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|
2024
Q3 | $26.9M | Sell |
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|
2024
Q2 | $27.3M | Sell |
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|
2024
Q1 | $29.4M | Sell |
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|
2023
Q4 | $27.8M | Buy |
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|
2023
Q3 | $23.5M | Sell |
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|
2023
Q2 | $24.8M | Sell |
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|
2023
Q1 | $23.6M | Buy |
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|
2022
Q4 | $22.6M | Buy |
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|
2022
Q3 | $19.1M | Buy |
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|
2022
Q2 | $18.8M | Buy |
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|
2022
Q1 | $19.4M | Buy |
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|
2021
Q4 | $16M | Buy |
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|
2021
Q3 | $14.2M | Buy |
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|
2021
Q2 | $13.8M | Buy |
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|
2021
Q1 | $13M | Sell |
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|
2020
Q4 | $12.1M | Buy |
|