Koshinski Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
3,260
-335
| -9% | -$31.7K | 0.02% | 529 |
|
|
2025
Q1 | $332K | Hold |
3,595
| – | – | 0.03% | 465 |
|
|
2024
Q4 | $333M | Sell |
3,595
-626
| -15% | -$58M | 0.03% | 462 |
|
|
2024
Q3 | $403K | Hold |
4,221
| – | – | 0.03% | 424 |
|
|
2024
Q2 | $371K | Sell |
4,221
-3,150
| -43% | -$277K | 0.03% | 416 |
|
|
2024
Q1 | $667K | Sell |
7,371
-994
| -12% | -$89.9K | 0.07% | 275 |
|
|
2023
Q4 | $705K | Buy |
8,365
+4,182
| +100% | +$353K | 0.11% | 226 |
|
|
2023
Q3 | $312K | Hold |
4,183
| – | – | 0.04% | 425 |
|
|
2023
Q2 | $327K | Sell |
4,183
-3,176
| -43% | -$249K | 0.04% | 438 |
|
|
2023
Q1 | $543K | Hold |
7,359
| – | – | 0.05% | 311 |
|
|
2022
Q4 | $520K | Buy |
+7,359
| New | +$520K | 0.05% | 355 |
|
|
2022
Q2 | – | Sell |
-1,104
| Closed | -$83.8K | – | 1296 |
|
|
2022
Q1 | $83.8K | Buy |
1,104
+3
| +0.3% | +$228 | 0.01% | 900 |
|
|
2021
Q4 | $84.1K | Buy |
1,101
+7
| +0.6% | +$534 | 0.01% | 925 |
|
|
2021
Q3 | $77.6K | Buy |
+1,094
| New | +$77.6K | 0.01% | 945 |
|
|
2018
Q1 | – | Sell |
-3,900
| Closed | -$216K | – | 390 |
|
|
2017
Q4 | $216K | Buy |
+3,900
| New | +$216K | 0.05% | 403 |
|