Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Sell |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $180K | Buy |
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|
2024
Q3 | $51.3K | Hold |
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|
2024
Q2 | $47.3K | Hold |
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|
2024
Q1 | $48.6K | Hold |
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|
2023
Q4 | $45.3K | Hold |
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|
2023
Q3 | $40.1K | Hold |
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|
2023
Q2 | $42K | Hold |
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|
2023
Q1 | $39.6K | Buy |
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|
2022
Q4 | $21.2K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Buy |
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