Larson Financial Group’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 | $139K | Sell |
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|
2025
Q1 | $138K | Buy |
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|
2024
Q4 | $135K | Buy |
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|
2024
Q3 | $138K | Sell |
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|
2024
Q2 | $175K | Buy |
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|
2024
Q1 | $98.3K | Buy |
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|
2023
Q4 | $91.2K | Sell |
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|
2023
Q3 | $83.7K | Buy |
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|
2023
Q2 | $80.5K | Hold |
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|
2023
Q1 | $75.8K | Sell |
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|
2022
Q4 | $78.7K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $87K | Buy |
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|
2021
Q3 | $79K | Buy |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $9K | Buy |
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