Howland Capital 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
Q3 | $5.42M | Hold |
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|
2025
Q2 | $5.14M | Hold |
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2025
Q1 | $5.01M | Hold |
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|
2024
Q4 | $5.02M | Hold |
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|
2024
Q3 | $5.18M | Sell |
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|
2024
Q2 | $4.82M | Buy |
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|
2024
Q1 | $4.88M | Hold |
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|
2023
Q4 | $4.55M | Hold |
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|
2023
Q3 | $4.05M | Hold |
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|
2023
Q2 | $4.23M | Hold |
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|
2023
Q1 | $3.98M | Hold |
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|
2022
Q4 | $3.81M | Hold |
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|
2022
Q3 | $3.38M | Hold |
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|
2022
Q2 | $3.61M | Hold |
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|
2022
Q1 | $4.1M | Hold |
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|
2021
Q4 | $4.12M | Hold |
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|
2021
Q3 | $3.83M | Hold |
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|
2021
Q2 | $3.89M | Hold |
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|
2021
Q1 | $3.72M | Hold |
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|
2020
Q4 | $3.36M | Sell |
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|
2020
Q3 | $2.93M | Hold |
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|
2020
Q2 | $2.82M | Sell |
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|
2020
Q1 | $2.5M | Hold |
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|
2019
Q4 | $3.41M | Hold |
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|
2019
Q3 | $3.12M | Hold |
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|
2019
Q2 | $3.06M | Hold |
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|
2019
Q1 | $2.96M | Hold |
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|
2018
Q4 | $2.65M | Hold |
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|
2018
Q3 | $3.05M | Hold |
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|
2018
Q2 | $2.9M | Hold |
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|
2018
Q1 | $2.87M | Hold |
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|
2017
Q4 | $3M | Hold |
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|
2017
Q3 | $2.83M | Hold |
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|
2017
Q2 | $2.75M | Hold |
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|
2017
Q1 | $2.73M | Hold |
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|
2016
Q4 | $2.66M | Hold |
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|
2016
Q3 | $2.49M | Hold |
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|
2016
Q2 | $2.42M | Hold |
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|
2016
Q1 | $2.32M | Hold |
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|
2015
Q4 | $2.29M | Hold |
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|
2015
Q3 | $2.19M | Hold |
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|
2015
Q2 | $2.43M | Hold |
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|
2015
Q1 | $2.43M | Hold |
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|
2014
Q4 | $2.46M | Hold |
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|
2014
Q3 | $2.35M | Hold |
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|
2014
Q2 | $2.39M | Hold |
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|
2014
Q1 | $2.28M | Buy |
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|
2013
Q4 | $2.22M | Hold |
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|
2013
Q3 | $2.03M | Sell |
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|
2013
Q2 | $2.01M | Buy |
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