Fortis Advisors’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 | $473K | Sell |
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|
2025
Q1 | $917K | Buy |
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|
2024
Q4 | $917K | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $935K | Hold |
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|
2023
Q2 | $980K | Buy |
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|
2023
Q1 | $921K | Sell |
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|
2022
Q4 | $883K | Buy |
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|
2022
Q3 | $767K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $2.43M | Sell |
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|
2020
Q4 | $4.38M | Sell |
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|
2020
Q3 | $4.51M | Sell |
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|
2020
Q2 | $8.78M | Sell |
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|
2020
Q1 | $17.5M | Buy |
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|
2019
Q4 | $20M | Buy |
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|
2019
Q3 | $12.1M | Buy |
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|
2019
Q2 | $11.7M | Buy |
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|
2019
Q1 | $11.2M | Sell |
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|
2018
Q4 | $10.1M | Buy |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $1.16M | Hold |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $1.71M | Sell |
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|
2017
Q3 | $1.79M | Buy |
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