Krilogy Financial’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
Q4
$203K Buy
2023
Q2
Sell
2023
Q1
$226K Sell
2022
Q4
$219K Buy
2022
Q3
Sell
2022
Q2
$207K Sell
2022
Q1
$252K Buy
2021
Q4
$224K Hold
2021
Q3
$208K Hold
2021
Q2
$211K Buy
2021
Q1
$202K Buy
2018
Q4
Sell
2018
Q3
$191K Buy
2018
Q2
Sell
2018
Q1
$220K Buy
2017
Q4
$210K Buy
2017
Q3
$159K Buy
2017
Q2
$150K Buy