IAG Wealth Partners’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
$111K Sell
2025
Q1
$122K Hold
2024
Q4
$122K Hold
2024
Q3
$126K Buy
2024
Q2
$95.8K Buy
2020
Q3
Sell
2020
Q2
$3K Sell
2020
Q1
$23K Sell
2019
Q4
$48K Buy