Joel Isaacson & Co’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 | $336K | Hold |
3,554
| – | – | 0.01% | 309 |
|
|
2025
Q1 | $328K | Hold |
3,554
| – | – | 0.01% | 296 |
|
|
2024
Q4 | $329K | Buy |
3,554
+9
| +0.3% | +$833 | 0.01% | 284 |
|
|
2024
Q3 | $339K | Hold |
3,545
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $312K | Hold |
3,545
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $321K | Buy |
+3,545
| New | +$321K | 0.02% | 268 |
|