Hoxton Planning & 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
$721K Sell
2025
Q2
$1.46M Buy
2025
Q1
$1.42M Buy
2024
Q4
$627K Buy
2024
Q3
$641K Sell
2024
Q2
$603K Buy
2024
Q1
$582K Sell
2023
Q4
$546K Sell
2023
Q3
$508K Buy
2023
Q2
$520K Sell
2023
Q1
$537K Sell
2022
Q4
$628K Buy