Glass Jacobson Investment 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
$73.5K Sell
2025
Q1
$77.9K Hold
2024
Q4
$77.9K Buy
2024
Q3
$64.8K Buy
2024
Q2
$43.4K Buy
2024
Q1
$39.1K Buy
2023
Q4
$21.7K Sell
2023
Q3
$28.1K Sell
2023
Q2
$38.4K Buy
2022
Q4
$33K Buy