IWM
IHT Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
44,264
-5,252
| -11% | -$497K | 0.12% | 174 |
|
|
2025
Q1 | $4.57M | Sell |
49,516
-5,069
| -9% | -$468K | 0.14% | 142 |
|
|
2024
Q4 | $5.05M | Buy |
54,585
+3,241
| +6% | +$300K | 0.16% | 125 |
|
|
2024
Q3 | $4.9M | Sell |
51,344
-993
| -2% | -$94.8K | 0.14% | 141 |
|
|
2024
Q2 | $4.61M | Sell |
52,337
-1,010
| -2% | -$89K | 0.17% | 117 |
|
|
2024
Q1 | $4.82M | Sell |
53,347
-16,330
| -23% | -$1.48M | 0.19% | 105 |
|
|
2023
Q4 | $5.88M | Sell |
69,677
-1,517
| -2% | -$128K | 0.26% | 86 |
|
|
2023
Q3 | $5.31M | Sell |
71,194
-2,295
| -3% | -$171K | 0.27% | 83 |
|
|
2023
Q2 | $5.75M | Sell |
73,489
-5,641
| -7% | -$441K | 0.3% | 68 |
|
|
2023
Q1 | $5.84M | Sell |
79,130
-8,572
| -10% | -$632K | 0.33% | 61 |
|
|
2022
Q4 | $6.19M | Sell |
87,702
-3,942
| -4% | -$278K | 0.39% | 53 |
|
|
2022
Q3 | $5.74M | Sell |
91,644
-2,160
| -2% | -$135K | 0.44% | 40 |
|
|
2022
Q2 | $6.27M | Sell |
93,804
-313
| -0.3% | -$20.9K | 0.55% | 31 |
|
|
2022
Q1 | $7.14M | Buy |
94,117
+285
| +0.3% | +$21.6K | 0.54% | 30 |
|
|
2021
Q4 | $7.16M | Sell |
93,832
-798
| -0.8% | -$60.9K | 0.53% | 32 |
|
|
2021
Q3 | $6.71M | Sell |
94,630
-7,855
| -8% | -$557K | 0.55% | 33 |
|
|
2021
Q2 | $7.38M | Buy |
102,485
+196
| +0.2% | +$14.1K | 0.47% | 36 |
|
|
2021
Q1 | $7.05M | Buy |
102,289
+11,158
| +12% | +$769K | 0.51% | 34 |
|
|
2020
Q4 | $5.67M | Sell |
91,131
-3,375
| -4% | -$210K | 0.47% | 37 |
|
|
2020
Q3 | $5.13M | Sell |
94,506
-265
| -0.3% | -$14.4K | 0.52% | 29 |
|
|
2020
Q2 | $4.95M | Sell |
94,771
-7,203
| -7% | -$376K | 0.68% | 21 |
|
|
2020
Q1 | $4.71M | Sell |
101,974
-150,564
| -60% | -$6.95M | 0.68% | 21 |
|
|
2019
Q4 | $15.9M | Buy |
252,538
+44,833
| +22% | +$2.83M | 1.88% | 5 |
|
|
2019
Q3 | $12M | Buy |
207,705
+53,335
| +35% | +$3.08M | 1.63% | 7 |
|
|
2019
Q2 | $8.75M | Buy |
154,370
+19,535
| +14% | +$1.11M | 1.27% | 9 |
|
|
2019
Q1 | $7.39M | Buy |
134,835
+15,418
| +13% | +$845K | 1.23% | 10 |
|
|
2018
Q4 | $5.86M | Buy |
119,417
+11,918
| +11% | +$585K | 1.13% | 12 |
|
|
2018
Q3 | $6.06M | Buy |
107,499
+37,208
| +53% | +$2.1M | 1.31% | 10 |
|
|
2018
Q2 | $3.77M | Buy |
70,291
+11,191
| +19% | +$601K | 0.96% | 17 |
|
|
2018
Q1 | $3.07M | Buy |
59,100
+19,791
| +50% | +$1.03M | 0.82% | 17 |
|
|
2017
Q4 | $2.22M | Buy |
39,309
+5,788
| +17% | +$327K | 0.59% | 25 |
|
|
2017
Q3 | $1.77M | Buy |
33,521
+551
| +2% | +$29.1K | 0.75% | 20 |
|
|
2017
Q2 | $26 | Buy |
32,970
+32,895
| +43,860% | +$26 | 0.01% | 699 |
|
|
2017
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 987 |
|