Founders Financial Alliance’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
$10.4K Sell
2025
Q1
$71.6K Buy
2024
Q4
$71.7K Buy
2024
Q3
$73.6K Buy
2024
Q2
$67.7K Hold
2024
Q1
$69.5K Hold
2023
Q4
$64.8K Sell
2023
Q3
$58.1K Sell
2023
Q2
$67.5K Buy
2023
Q1
$28.3K Sell
2022
Q4
$55K Hold
2022
Q3
$49K Hold
2022
Q2
$52K Hold
2022
Q1
$59K Hold
2021
Q4
$59K Hold
2021
Q3
$56K Hold
2021
Q2
$56K Hold
2021
Q1
$57K Buy
2020
Q4
$36K Buy
2020
Q3
$27K Buy