IAA
Independent Advisor Alliance’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
Q1 | – | Sell |
-46,916
| Closed | -$4.34M | – | 1097 |
|
|
2024
Q4 | $4.34M | Buy |
+46,916
| New | +$4.34M | 0.06% | 299 |
|
|
2020
Q1 | – | Sell |
-82,788
| Closed | -$5.22M | – | 621 |
|
|
2019
Q4 | $5.22M | Buy |
+82,788
| New | +$5.22M | 0.23% | 101 |
|
|
2017
Q2 | – | Sell |
-71,263
| Closed | -$3.58M | – | 313 |
|
|
2017
Q1 | $3.58M | Buy |
+71,263
| New | +$3.58M | 0.57% | 54 |
|