Klingman & Associates’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 | $247K | Hold |
2,607
| – | – | 0.01% | 274 |
|
|
2025
Q1 | $241K | Hold |
2,607
| – | – | 0.01% | 243 |
|
|
2024
Q4 | $241K | Sell |
2,607
-83
| -3% | -$7.69K | 0.01% | 231 |
|
|
2024
Q3 | $257K | Hold |
2,690
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $237K | Hold |
2,690
| – | – | 0.02% | 219 |
|
|
2024
Q1 | $243K | Hold |
2,690
| – | – | 0.02% | 214 |
|
|
2023
Q4 | $227K | Hold |
2,690
| – | – | 0.02% | 214 |
|
|
2023
Q3 | $201K | Hold |
2,690
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $211K | Buy |
+2,690
| New | +$211K | 0.02% | 207 |
|