Great Valley Advisor Group’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 | $3.15M | Buy |
|
|||||
|
2025
Q1 | $2.31M | Buy |
|
|||||
|
2024
Q4 | $1.82M | Sell |
|
|||||
|
2024
Q3 | $2M | Buy |
|
|||||
|
2024
Q2 | $1.01M | Buy |
|
|||||
|
2024
Q1 | $626K | Sell |
|
|||||
|
2023
Q4 | $790K | Sell |
|
|||||
|
2023
Q3 | $710K | Sell |
|
|||||
|
2023
Q2 | $768K | Sell |
|
|||||
|
2023
Q1 | $749K | Buy |
|
|||||
|
2022
Q4 | $716K | Sell |
|
|||||
|
2022
Q3 | $643K | Buy |
|
|||||
|
2022
Q2 | $656K | Hold |
|
|||||
|
2022
Q1 | $744K | Buy |
|
|||||
|
2021
Q4 | $723K | Sell |
|
|||||
|
2021
Q3 | $675K | Buy |
|
|||||
|
2021
Q2 | $578K | Buy |
|
|||||
|
2021
Q1 | $257K | Buy |
|
|||||
|
2020
Q4 | $207K | Buy |
|