JFS Wealth 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 | $1.09M | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $969K | Hold |
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|
2024
Q3 | $1,000K | Hold |
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|
2024
Q2 | $923K | Hold |
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|
2024
Q1 | $947K | Hold |
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|
2023
Q4 | $883K | Hold |
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|
2023
Q3 | $781K | Hold |
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|
2023
Q2 | $819K | Hold |
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|
2023
Q1 | $772K | Sell |
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|
2022
Q4 | $761K | Hold |
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|
2022
Q3 | $674K | Sell |
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|
2022
Q2 | $723K | Hold |
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $683K | Hold |
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|
2021
Q3 | $634K | Buy |
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