JP Morgan Chase’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209M | Sell |
2,079,573
-242,687
| -10% | -$25.4M | 0.01% | 679 |
|
|
2025
Q4 | $238M | Buy |
2,322,260
+61,722
| +3% | +$6.26M | 0.02% | 608 |
|
|
2025
Q3 | $226M | Buy |
2,260,538
+188,234
| +9% | +$18.3M | 0.01% | 652 |
|
|
2025
Q2 | $196M | Buy |
2,072,304
+42,405
| +2% | +$3.83M | 0.01% | 693 |
|
|
2025
Q1 | $187M | Buy |
2,029,899
+53,089
| +3% | +$4.98M | 0.01% | 697 |
|
|
2024
Q4 | $183M | Buy |
1,976,810
+114,337
| +6% | +$11M | 0.01% | 693 |
|
|
2024
Q3 | $178M | Buy |
1,862,473
+219,149
| +13% | +$20.1M | 0.01% | 732 |
|
|
2024
Q2 | $145M | Buy |
1,643,324
+4,122
| +0.3% | +$363K | 0.01% | 772 |
|
|
2024
Q1 | $148M | Sell |
1,639,202
-25,630
| -2% | -$2.21M | 0.01% | 763 |
|
|
2023
Q4 | $140M | Buy |
1,664,832
+1,187,980
| +249% | +$92.5M | 0.01% | 743 |
|
|
2023
Q3 | $35.6M | Buy |
476,852
+12,219
| +3% | +$959K | ﹤0.01% | 1284 |
|
|
2023
Q2 | $36.4M | Buy |
464,633
+134,772
| +41% | +$10.1M | ﹤0.01% | 1274 |
|
|
2023
Q1 | $24.3M | Sell |
329,861
-19,640
| -6% | -$1.45M | ﹤0.01% | 1521 |
|
|
2022
Q4 | $24.7M | Buy |
349,501
+164,748
| +89% | +$11.5M | ﹤0.01% | 1504 |
|
|
2022
Q3 | $11.6M | Sell |
184,753
-111,517
| -38% | -$7.7M | ﹤0.01% | 2036 |
|
|
2022
Q2 | $19.8M | Sell |
296,270
-14,065
| -5% | -$1.01M | ﹤0.01% | 1628 |
|
|
2022
Q1 | $23.5M | Buy |
310,335
+37,919
| +14% | +$2.84M | ﹤0.01% | 1649 |
|
|
2021
Q4 | $20.8M | Buy |
272,416
+21,791
| +9% | +$1.62M | ﹤0.01% | 1797 |
|
|
2021
Q3 | $17.8M | Sell |
250,625
-38,371
| -13% | -$2.79M | ﹤0.01% | 1866 |
|
|
2021
Q2 | $20.8M | Sell |
288,996
-29,872
| -9% | -$2.15M | ﹤0.01% | 1810 |
|
|
2021
Q1 | $22M | Buy |
318,868
+73,942
| +30% | +$4.85M | ﹤0.01% | 1685 |
|
|
2020
Q4 | $15.2M | Buy |
244,926
+25,364
| +12% | +$1.49M | ﹤0.01% | 1848 |
|
|
2020
Q3 | $11.8M | Sell |
219,562
-3,068
| -1% | -$168K | ﹤0.01% | 1914 |
|
|
2020
Q2 | $11.6M | Buy |
222,630
+100,184
| +82% | +$5.12M | ﹤0.01% | 1777 |
|
|
2020
Q1 | $5.65M | Sell |
122,446
-76,692
| -39% | -$4.41M | ﹤0.01% | 2160 |
|
|
2019
Q4 | $12.5M | Buy |
199,138
+7,231
| +4% | +$436K | ﹤0.01% | 1931 |
|
|
2019
Q3 | $11.1M | Buy |
191,907
+101,797
| +113% | +$5.79M | ﹤0.01% | 2060 |
|
|
2019
Q2 | $5.06M | Buy |
90,110
+9,106
| +11% | +$507K | ﹤0.01% | 2645 |
|
|
2019
Q1 | $4.44M | Buy |
81,004
+14,566
| +22% | +$778K | ﹤0.01% | 2673 |
|
|
2018
Q4 | $3.26M | Sell |
66,438
-1,076
| -2% | -$57.2K | ﹤0.01% | 2903 |
|
|
2018
Q3 | $3.81M | Buy |
67,514
+318
| +0.5% | +$17.8K | ﹤0.01% | 2966 |
|
|
2018
Q2 | $3.61M | Buy |
67,196
+22,012
| +49% | +$1.19M | ﹤0.01% | 2953 |
|
|
2018
Q1 | $2.4M | Buy |
45,184
+13,423
| +42% | +$744K | ﹤0.01% | 3135 |
|
|
2017
Q4 | $1.76M | Buy |
31,761
+16,968
| +115% | +$912K | ﹤0.01% | 3399 |
|
|
2017
Q3 | $773K | Hold |
14,793
| – | – | ﹤0.01% | 3641 |
|
|
2017
Q2 | $753K | Sell |
14,793
-120
| -0.8% | -$6.06K | ﹤0.01% | 3554 |
|
|
2017
Q1 | $753K | Buy |
14,913
+3,173
| +27% | +$160K | ﹤0.01% | 3534 |
|
|
2016
Q4 | $577K | Buy |
11,740
+8,886
| +311% | +$420K | ﹤0.01% | 3690 |
|
|
2016
Q3 | $132K | Buy |
2,854
+1,900
| +199% | +$87.2K | ﹤0.01% | 3800 |
|
|
2016
Q2 | $43K | Hold |
954
| – | – | ﹤0.01% | 4088 |
|
|
2016
Q1 | $41K | Buy |
+954
| New | +$38.7K | ﹤0.01% | 3942 |
|
Other funds holding IUSV
S
BTI
KIM
AL
MFG