Larson Financial Group’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 | $139K | Sell |
1,467
-27
| -2% | -$2.56K | 0.01% | 743 |
|
|
2025
Q1 | $138K | Buy |
1,494
+39
| +3% | +$3.6K | 0.01% | 699 |
|
|
2024
Q4 | $135K | Buy |
1,455
+8
| +0.6% | +$741 | 0.01% | 657 |
|
|
2024
Q3 | $138K | Sell |
1,447
-539
| -27% | -$51.5K | 0.01% | 657 |
|
|
2024
Q2 | $175K | Buy |
1,986
+899
| +83% | +$79.2K | 0.01% | 511 |
|
|
2024
Q1 | $98.3K | Buy |
1,087
+5
| +0.5% | +$452 | 0.01% | 544 |
|
|
2023
Q4 | $91.2K | Sell |
1,082
-40
| -4% | -$3.37K | 0.01% | 504 |
|
|
2023
Q3 | $83.7K | Buy |
1,122
+94
| +9% | +$7.01K | 0.01% | 486 |
|
|
2023
Q2 | $80.5K | Hold |
1,028
| – | – | 0.01% | 453 |
|
|
2023
Q1 | $75.8K | Sell |
1,028
-86
| -8% | -$6.35K | 0.01% | 469 |
|
|
2022
Q4 | $78.7K | Hold |
1,114
| – | – | 0.01% | 438 |
|
|
2022
Q3 | $70K | Hold |
1,114
| – | – | 0.01% | 398 |
|
|
2022
Q2 | $75K | Sell |
1,114
-3,539
| -76% | -$238K | 0.01% | 294 |
|
|
2022
Q1 | $353K | Buy |
4,653
+3,511
| +307% | +$266K | 0.06% | 139 |
|
|
2021
Q4 | $87K | Buy |
1,142
+28
| +3% | +$2.13K | 0.01% | 296 |
|
|
2021
Q3 | $79K | Buy |
1,114
+943
| +551% | +$66.9K | 0.02% | 235 |
|
|
2021
Q2 | $12K | Hold |
171
| – | – | ﹤0.01% | 520 |
|
|
2021
Q1 | $12K | Hold |
171
| – | – | ﹤0.01% | 504 |
|
|
2020
Q4 | $11K | Hold |
171
| – | – | ﹤0.01% | 481 |
|
|
2020
Q3 | $9K | Buy |
+171
| New | +$9K | ﹤0.01% | 447 |
|