Global Financial Private Client’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
Sell
-106
Closed -$9.78K 893
2025
Q1
$9.78K Hold
106
﹤0.01% 581
2024
Q4
$9.82K Hold
106
﹤0.01% 556
2024
Q3
$10.1K Hold
106
﹤0.01% 550
2024
Q2
$9.34K Hold
106
﹤0.01% 452
2024
Q1
$9.53K Hold
106
﹤0.01% 466
2023
Q4
$8.94K Hold
106
﹤0.01% 470
2023
Q3
$7.86K Hold
106
﹤0.01% 467
2023
Q2
$8.32K Buy
+106
New +$8.32K ﹤0.01% 461