Investment Advisory Group’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 | $444K | Hold |
4,688
| – | – | 0.13% | 111 |
|
|
2025
Q1 | $433K | Buy |
4,688
+595
| +15% | +$54.9K | 0.14% | 105 |
|
|
2024
Q4 | $379K | Hold |
4,093
| – | – | 0.13% | 107 |
|
|
2024
Q3 | $391K | Sell |
4,093
-587
| -13% | -$56.1K | 0.14% | 109 |
|
|
2024
Q2 | $412K | Hold |
4,680
| – | – | 0.16% | 99 |
|
|
2024
Q1 | $423K | Hold |
4,680
| – | – | 0.18% | 95 |
|
|
2023
Q4 | $395K | Buy |
4,680
+122
| +3% | +$10.3K | 0.18% | 90 |
|
|
2023
Q3 | $340K | Hold |
4,558
| – | – | 0.18% | 92 |
|
|
2023
Q2 | $357K | Hold |
4,558
| – | – | 0.18% | 91 |
|
|
2023
Q1 | $336K | Hold |
4,558
| – | – | 0.19% | 89 |
|
|
2022
Q4 | $322K | Hold |
4,558
| – | – | 0.2% | 94 |
|
|
2022
Q3 | $285K | Hold |
4,558
| – | – | 0.2% | 92 |
|
|
2022
Q2 | $306K | Hold |
4,558
| – | – | 0.21% | 88 |
|
|
2022
Q1 | $345K | Hold |
4,558
| – | – | 0.21% | 84 |
|
|
2021
Q4 | $344K | Buy |
+4,558
| New | +$344K | 0.22% | 81 |
|