Kingsview Wealth Management’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
Q2
$549K Sell
2025
Q1
$542K Buy
2024
Q4
$466K Buy
2024
Q3
$372K Buy
2024
Q2
$295K Buy
2024
Q1
$291K Sell
2023
Q4
$302K Sell
2023
Q3
$280K Buy
2023
Q1
Sell
2022
Q4
$210K Buy