Johnson Investment Counsel’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 | $236K | Buy |
+2,494
| New | +$236K | ﹤0.01% | 726 |
|
|
2024
Q4 | – | Sell |
-2,173
| Closed | -$208K | – | 820 |
|
|
2024
Q3 | $208K | Buy |
+2,173
| New | +$208K | ﹤0.01% | 758 |
|
|
2019
Q2 | – | Sell |
-4,960
| Closed | -$271K | – | 614 |
|
|
2019
Q1 | $271K | Hold |
4,960
| – | – | 0.01% | 528 |
|
|
2018
Q4 | $243K | Buy |
+4,960
| New | +$243K | 0.01% | 528 |
|