HighMark Wealth Management’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 | $7.31M | Buy |
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|
2025
Q1 | $7.12M | Sell |
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|
2024
Q4 | $7.24M | Sell |
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|
2024
Q3 | $7.58M | Sell |
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|
2024
Q2 | $7.05M | Sell |
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|
2024
Q1 | $7.31M | Sell |
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|
2023
Q4 | $7M | Buy |
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|
2023
Q3 | $6.12M | Sell |
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|
2023
Q2 | $6.57M | Buy |
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|
2023
Q1 | $6.15M | Sell |
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|
2022
Q4 | $6.09M | Sell |
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|
2022
Q3 | $5.54M | Buy |
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|
2022
Q2 | $5.87M | Sell |
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|
2022
Q1 | $6.79M | Buy |
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|
2021
Q4 | $6.67M | Buy |
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|
2021
Q3 | $5.96M | Buy |
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|
2021
Q2 | $5.89M | Sell |
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|
2021
Q1 | $5.83M | Buy |
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|
2020
Q4 | $5.11M | Buy |
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|
2020
Q3 | $4.29M | Buy |
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|
2020
Q2 | $3.89M | Buy |
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|
2020
Q1 | $3.41M | Buy |
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|
2019
Q4 | $4.59M | Buy |
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