IFP Advisors’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 | $249K | Sell |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $292K | Buy |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | $188K | Sell |
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|
2024
Q1 | $224K | Buy |
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|
2023
Q4 | $137K | Sell |
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|
2023
Q3 | $144K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.34M | Hold |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $585K | Buy |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $790K | Buy |
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|
2020
Q4 | $293K | Sell |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $615K | Sell |
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|
2019
Q4 | $2.16M | Buy |
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|
2019
Q3 | $358K | Buy |
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|
2019
Q1 | $188K | Sell |
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|
2018
Q4 | $849K | Sell |
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|
2018
Q3 | $2.23M | Sell |
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|
2018
Q2 | $3.1M | Buy |
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|
2018
Q1 | $2.8M | Hold |
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|
2017
Q4 | $2.8M | Buy |
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|
2017
Q3 | $2.53M | Sell |
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|
2017
Q2 | $2.59M | Buy |
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|
2017
Q1 | $2M | Buy |
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|
2016
Q4 | $186K | Buy |
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|
2016
Q3 | $110K | Buy |
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|
2016
Q2 | $90K | Sell |
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|
2016
Q1 | $188K | Buy |
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