Iron Horse Wealth Management’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 | $8.58K | Buy |
91
+83
| +1,038% | +$7.83K | ﹤0.01% | 308 |
|
|
2025
Q1 | $703 | Hold |
8
| – | – | ﹤0.01% | 539 |
|
|
2024
Q4 | $703 | Hold |
8
| – | – | ﹤0.01% | 452 |
|
|
2024
Q3 | $720 | Hold |
8
| – | – | ﹤0.01% | 456 |
|
|
2024
Q2 | $661 | Buy |
8
+1
| +14% | +$83 | ﹤0.01% | 434 |
|
|
2024
Q1 | $675 | Hold |
7
| – | – | ﹤0.01% | 423 |
|
|
2023
Q4 | $626 | Hold |
7
| – | – | ﹤0.01% | 448 |
|
|
2023
Q3 | $548 | Hold |
7
| – | – | ﹤0.01% | 463 |
|
|
2023
Q2 | $575 | Hold |
7
| – | – | ﹤0.01% | 281 |
|
|
2023
Q1 | $540 | Hold |
7
| – | – | ﹤0.01% | 317 |
|
|
2022
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 220 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 287 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 242 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 231 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 220 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 199 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 191 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 179 |
|