Greenhouse Wealth Management’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 | $254K | Hold |
2,687
| – | – | 0.16% | 49 |
|
|
2025
Q1 | $248K | Hold |
2,687
| – | – | 0.19% | 45 |
|
|
2024
Q4 | $249K | Hold |
2,687
| – | – | 0.16% | 51 |
|
|
2024
Q3 | $257K | Hold |
2,687
| – | – | 0.17% | 51 |
|
|
2024
Q2 | $237K | Buy |
2,687
+13
| +0.5% | +$1.15K | 0.17% | 52 |
|
|
2024
Q1 | $242K | Buy |
2,674
+12
| +0.5% | +$1.09K | 0.18% | 50 |
|
|
2023
Q4 | $224K | Buy |
+2,662
| New | +$224K | 0.18% | 50 |
|
|
2023
Q3 | – | Sell |
-2,633
| Closed | -$206K | – | 54 |
|
|
2023
Q2 | $206K | Buy |
+2,633
| New | +$206K | 0.18% | 52 |
|
|
2021
Q1 | – | Sell |
-2,501
| Closed | -$156K | – | 83 |
|
|
2020
Q4 | $156K | Buy |
+2,501
| New | +$156K | 0.15% | 59 |
|