Hubbell Strickland 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 | $235K | Buy |
2,489
+87
| +4% | +$8.23K | 0.1% | 72 |
|
|
2025
Q1 | $222K | Buy |
2,402
+9
| +0.4% | +$831 | 0.1% | 70 |
|
|
2024
Q4 | $222K | Buy |
2,393
+30
| +1% | +$2.78K | 0.11% | 68 |
|
|
2024
Q3 | $226K | Buy |
2,363
+14
| +0.6% | +$1.34K | 0.11% | 65 |
|
|
2024
Q2 | $207K | Sell |
2,349
-24
| -1% | -$2.12K | 0.1% | 73 |
|
|
2024
Q1 | $214K | Buy |
+2,373
| New | +$214K | 0.11% | 72 |
|
|
2023
Q3 | – | Sell |
-2,654
| Closed | -$208K | – | 71 |
|
|
2023
Q2 | $208K | Buy |
+2,654
| New | +$208K | 0.12% | 69 |
|