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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226K | Sell |
2,208
-1,706
| -44% | -$179K | ﹤0.01% | 1324 |
|
|
2025
Q4 | $401K | Buy |
3,914
+713
| +22% | +$72.3K | 0.01% | 1030 |
|
|
2025
Q3 | $320K | Buy |
3,201
+575
| +22% | +$56K | 0.01% | 1065 |
|
|
2025
Q2 | $249K | Sell |
2,626
-700
| -21% | -$63.2K | 0.01% | 1162 |
|
|
2025
Q1 | $307K | Buy |
3,326
+172
| +5% | +$16.1K | 0.01% | 975 |
|
|
2024
Q4 | $292K | Buy |
3,154
+996
| +46% | +$95.8K | 0.01% | 953 |
|
|
2024
Q3 | $206K | Buy |
2,158
+21
| +1% | +$1.93K | 0.01% | 1069 |
|
|
2024
Q2 | $188K | Sell |
2,137
-336
| -14% | -$29.6K | 0.01% | 1074 |
|
|
2024
Q1 | $224K | Buy |
2,473
+843
| +52% | +$72.6K | 0.01% | 949 |
|
|
2023
Q4 | $137K | Sell |
1,630
-298
| -15% | -$23.2K | 0.01% | 1128 |
|
|
2023
Q3 | $144K | Sell |
1,928
-3,756
| -66% | -$295K | 0.01% | 1116 |
|
|
2023
Q2 | $445K | Sell |
5,684
-14,577
| -72% | -$1.09M | 0.02% | 695 |
|
|
2023
Q1 | $1.09M | Sell |
20,261
-4,367
| -18% | -$322K | 0.05% | 364 |
|
|
2022
Q4 | $1.35M | Sell |
24,628
-680
| -3% | -$47.3K | 0.04% | 506 |
|
|
2022
Q3 | $1.38M | Buy |
25,308
+780
| +3% | +$53.8K | 0.04% | 527 |
|
|
2022
Q2 | $1.34M | Hold |
24,528
| – | – | 0.04% | 481 |
|
|
2022
Q1 | $1.34M | Buy |
24,528
+16,911
| +222% | +$1.27M | 0.04% | 481 |
|
|
2021
Q4 | $585K | Buy |
7,617
+915
| +14% | +$67.9K | 0.01% | 544 |
|
|
2021
Q3 | $482K | Buy |
6,702
+758
| +13% | +$55K | 0.01% | 596 |
|
|
2021
Q2 | $428K | Sell |
5,944
-5,523
| -48% | -$397K | 0.01% | 596 |
|
|
2021
Q1 | $790K | Buy |
11,467
+6,734
| +142% | +$442K | 0.02% | 397 |
|
|
2020
Q4 | $293K | Sell |
4,733
-270
| -5% | -$15.8K | 0.01% | 665 |
|
|
2020
Q3 | $272K | Sell |
5,003
-2,114
| -30% | -$116K | 0.02% | 598 |
|
|
2020
Q2 | $368K | Sell |
7,117
-5,967
| -46% | -$305K | 0.03% | 484 |
|
|
2020
Q1 | $615K | Sell |
13,084
-21,168
| -62% | -$1.22M | 0.06% | 303 |
|
|
2019
Q4 | $2.16M | Buy |
34,252
+27,966
| +445% | +$1.69M | 0.16% | 154 |
|
|
2019
Q3 | $358K | Buy |
+6,286
| New | +$358K | 0.02% | 576 |
|
|
2019
Q1 | $188K | Sell |
3,492
-13,942
| -80% | -$745K | 0.03% | 489 |
|
|
2018
Q4 | $849K | Sell |
17,434
-22,066
| -56% | -$1.17M | 0.05% | 388 |
|
|
2018
Q3 | $2.23M | Sell |
39,500
-18,236
| -32% | -$1.02M | 0.09% | 232 |
|
|
2018
Q2 | $3.1M | Buy |
57,736
+7,154
| +14% | +$386K | 0.13% | 180 |
|
|
2018
Q1 | $2.8M | Hold |
50,582
| – | – | 0.13% | 185 |
|
|
2017
Q4 | $2.8M | Buy |
50,582
+2,294
| +5% | +$123K | 0.13% | 185 |
|
|
2017
Q3 | $2.53M | Sell |
48,288
-2,476
| -5% | -$127K | 0.1% | 217 |
|
|
2017
Q2 | $2.59M | Buy |
50,764
+11,206
| +28% | +$566K | 0.11% | 209 |
|
|
2017
Q1 | $2M | Buy |
39,558
+35,779
| +947% | +$1.8M | 0.09% | 253 |
|
|
2016
Q4 | $186K | Buy |
3,779
+1,401
| +59% | +$66.2K | 0.01% | 1091 |
|
|
2016
Q3 | $110K | Buy |
2,378
+359
| +18% | +$16.5K | 0.01% | 1308 |
|
|
2016
Q2 | $90K | Sell |
2,019
-8,457
| -81% | -$371K | 0.01% | 1408 |
|
|
2016
Q1 | $188K | Buy |
+10,476
| New | +$425K | 0.03% | 489 |
|
Other funds holding IUSV
S
BTI
KIM
AL
MFG