Founders Financial Alliance’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 | $10.4K | Sell |
110
-666
| -86% | -$63K | ﹤0.01% | 457 |
|
|
2025
Q1 | $71.6K | Buy |
776
+2
| +0.3% | +$185 | 0.02% | 414 |
|
|
2024
Q4 | $71.7K | Buy |
774
+3
| +0.4% | +$278 | 0.02% | 354 |
|
|
2024
Q3 | $73.6K | Buy |
771
+3
| +0.4% | +$286 | 0.02% | 360 |
|
|
2024
Q2 | $67.7K | Hold |
768
| – | – | 0.02% | 349 |
|
|
2024
Q1 | $69.5K | Hold |
768
| – | – | 0.02% | 354 |
|
|
2023
Q4 | $64.8K | Sell |
768
-11
| -1% | -$928 | 0.03% | 321 |
|
|
2023
Q3 | $58.1K | Sell |
779
-83
| -10% | -$6.19K | 0.03% | 308 |
|
|
2023
Q2 | $67.5K | Buy |
862
+473
| +122% | +$37K | 0.03% | 319 |
|
|
2023
Q1 | $28.3K | Sell |
389
-390
| -50% | -$28.4K | 0.01% | 350 |
|
|
2022
Q4 | $55K | Hold |
779
| – | – | 0.03% | 315 |
|
|
2022
Q3 | $49K | Hold |
779
| – | – | 0.02% | 318 |
|
|
2022
Q2 | $52K | Hold |
779
| – | – | 0.03% | 329 |
|
|
2022
Q1 | $59K | Hold |
779
| – | – | 0.03% | 310 |
|
|
2021
Q4 | $59K | Hold |
779
| – | – | 0.02% | 349 |
|
|
2021
Q3 | $56K | Hold |
779
| – | – | 0.03% | 324 |
|
|
2021
Q2 | $56K | Hold |
779
| – | – | 0.03% | 336 |
|
|
2021
Q1 | $57K | Buy |
779
+200
| +35% | +$14.6K | 0.03% | 321 |
|
|
2020
Q4 | $36K | Buy |
579
+99
| +21% | +$6.16K | 0.02% | 312 |
|
|
2020
Q3 | $27K | Buy |
+480
| New | +$27K | 0.02% | 501 |
|