J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $700K | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $462K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $277K | Buy |
|