JFS Wealth Advisors’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 | $1.09M | Sell |
11,478
-511
| -4% | -$48.4K | 0.07% | 146 |
|
|
2025
Q1 | $1.11M | Buy |
11,989
+1,520
| +15% | +$140K | 0.07% | 143 |
|
|
2024
Q4 | $969K | Hold |
10,469
| – | – | 0.07% | 141 |
|
|
2024
Q3 | $1,000K | Hold |
10,469
| – | – | 0.07% | 148 |
|
|
2024
Q2 | $923K | Hold |
10,469
| – | – | 0.07% | 117 |
|
|
2024
Q1 | $947K | Hold |
10,469
| – | – | 0.08% | 119 |
|
|
2023
Q4 | $883K | Hold |
10,469
| – | – | 0.08% | 112 |
|
|
2023
Q3 | $781K | Hold |
10,469
| – | – | 0.07% | 122 |
|
|
2023
Q2 | $819K | Hold |
10,469
| – | – | 0.07% | 122 |
|
|
2023
Q1 | $772K | Sell |
10,469
-301
| -3% | -$22.2K | 0.07% | 123 |
|
|
2022
Q4 | $761K | Hold |
10,770
| – | – | 0.07% | 125 |
|
|
2022
Q3 | $674K | Sell |
10,770
-37
| -0.3% | -$2.32K | 0.07% | 128 |
|
|
2022
Q2 | $723K | Hold |
10,807
| – | – | 0.08% | 121 |
|
|
2022
Q1 | $820K | Buy |
10,807
+1,856
| +21% | +$141K | 0.08% | 127 |
|
|
2021
Q4 | $683K | Hold |
8,951
| – | – | 0.06% | 140 |
|
|
2021
Q3 | $634K | Buy |
+8,951
| New | +$634K | 0.07% | 136 |
|