Joel Isaacson & Co’s iShares Core S&P US Value ETF IUSV Stock Holding History

Joel Isaacson & Co’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$355K	Hold
2025 Q2	$336K	Hold
2025 Q1	$328K	Hold
2024 Q4	$329K	Buy
2024 Q3	$339K	Hold
2024 Q2	$312K	Hold
2024 Q1	$321K	Buy