FourThought Financial Partners’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 | $462K | Sell |
4,885
-96
| -2% | -$9.08K | 0.05% | 194 |
|
|
2025
Q1 | $460K | Buy |
4,981
+378
| +8% | +$34.9K | 0.05% | 190 |
|
|
2024
Q4 | $426K | Sell |
4,603
-573
| -11% | -$53.1K | 0.04% | 204 |
|
|
2024
Q3 | $494K | Hold |
5,176
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $456K | Hold |
5,176
| – | – | 0.06% | 143 |
|
|
2024
Q1 | $468K | Sell |
5,176
-453
| -8% | -$41K | 0.05% | 206 |
|
|
2023
Q4 | $475K | Sell |
5,629
-253
| -4% | -$21.3K | 0.06% | 201 |
|
|
2023
Q3 | $439K | Sell |
5,882
-51
| -0.9% | -$3.81K | 0.06% | 200 |
|
|
2023
Q2 | $464K | Hold |
5,933
| – | – | 0.06% | 198 |
|
|
2023
Q1 | $438K | Sell |
5,933
-1,224
| -17% | -$90.3K | 0.06% | 201 |
|
|
2022
Q4 | $506K | Buy |
+7,157
| New | +$506K | 0.07% | 182 |
|