Ironwood Wealth Management (West Virginia)’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 | $18.8M | Sell |
196,976
-223
| -0.1% | -$21.3K | 8.9% | 4 |
|
|
2025
Q1 | $16.8M | Sell |
197,199
-6,188
| -3% | -$526K | 8.74% | 4 |
|
|
2024
Q4 | $18.6M | Sell |
203,387
-4
| -0% | -$365 | 9.16% | 4 |
|
|
2024
Q3 | $19.3M | Sell |
203,391
-1,723
| -0.8% | -$164K | 9.48% | 3 |
|
|
2024
Q2 | $18.4M | Buy |
205,114
+740
| +0.4% | +$66.2K | 9.29% | 4 |
|
|
2024
Q1 | $17.9M | Sell |
204,374
-1,413
| -0.7% | -$124K | 9.4% | 4 |
|
|
2023
Q4 | $17.3M | Sell |
205,787
-1,594
| -0.8% | -$134K | 9.46% | 4 |
|
|
2023
Q3 | $15.2M | Sell |
207,381
-1,714
| -0.8% | -$126K | 9.09% | 4 |
|
|
2023
Q2 | $16.2M | Sell |
209,095
-951
| -0.5% | -$73.8K | 9.45% | 4 |
|
|
2023
Q1 | $15.4M | Sell |
210,046
-3,727
| -2% | -$273K | 9.18% | 4 |
|
|
2022
Q4 | $15.9M | Sell |
213,773
-2,011
| -0.9% | -$150K | 9.33% | 4 |
|
|
2022
Q3 | $13.8M | Buy |
215,784
+72
| +0% | +$4.61K | 9.92% | 3 |
|
|
2022
Q2 | $14.6M | Buy |
215,712
+561
| +0.3% | +$38K | 10.02% | 3 |
|
|
2022
Q1 | $16.3M | Buy |
215,151
+1,123
| +0.5% | +$85.2K | 11.78% | 2 |
|
|
2021
Q4 | $16.3M | Buy |
214,028
+1,633
| +0.8% | +$125K | 11.43% | 4 |
|
|
2021
Q3 | $15.1M | Buy |
212,395
+11,597
| +6% | +$822K | 11.16% | 4 |
|
|
2021
Q2 | $14.4M | Buy |
200,798
+1,672
| +0.8% | +$120K | 10.37% | 5 |
|
|
2021
Q1 | $13.7M | Buy |
+199,126
| New | +$13.7M | 10.85% | 5 |
|