Independent Financial Group’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 | $858K | Buy |
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|
2025
Q4 | $819K | Buy |
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|
2025
Q3 | $601K | Buy |
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|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $516K | Buy |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $272K | Sell |
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|
2020
Q3 | $243K | Sell |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $280K | Buy |
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