Insigneo Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
5,036
+1,847
| +58% | +$175K | 0.04% | 354 |
|
|
2025
Q1 | $294K | Sell |
3,189
-185
| -5% | -$17.1K | 0.03% | 419 |
|
|
2024
Q4 | $312K | Buy |
3,374
+764
| +29% | +$70.7K | 0.03% | 410 |
|
|
2024
Q3 | $249K | Buy |
+2,610
| New | +$249K | 0.03% | 494 |
|
|
2024
Q2 | – | Sell |
-2,238
| Closed | -$202K | – | 620 |
|
|
2024
Q1 | $202K | Buy |
+2,238
| New | +$202K | 0.02% | 461 |
|