HeadInvest LLC’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 | $253K | Hold |
2,673
| – | – | 0.05% | 194 |
|
|
2025
Q1 | $247K | Hold |
2,673
| – | – | 0.05% | 211 |
|
|
2024
Q4 | $247K | Hold |
2,673
| – | – | 0.05% | 207 |
|
|
2024
Q3 | $255K | Hold |
2,673
| – | – | 0.05% | 204 |
|
|
2024
Q2 | $236K | Hold |
2,673
| – | – | 0.05% | 207 |
|
|
2024
Q1 | $242K | Hold |
2,673
| – | – | 0.05% | 211 |
|
|
2023
Q4 | $225K | Buy |
2,673
+68
| +3% | +$5.73K | 0.05% | 211 |
|
|
2023
Q3 | $193K | Hold |
2,605
| – | – | 0.04% | 221 |
|
|
2023
Q2 | $207K | Buy |
+2,605
| New | +$207K | 0.04% | 219 |
|