Legacy Financial Group (Iowa)’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 | $13.7M | Buy |
144,594
+24,833
| +21% | +$2.35M | 1.91% | 20 |
|
|
2025
Q1 | $11.1M | Buy |
119,761
+34,038
| +40% | +$3.14M | 1.7% | 20 |
|
|
2024
Q4 | $7.94M | Buy |
85,723
+3,768
| +5% | +$349K | 1.29% | 21 |
|
|
2024
Q3 | $7.83M | Buy |
81,955
+3,344
| +4% | +$319K | 1.51% | 20 |
|
|
2024
Q2 | $6.93M | Buy |
78,611
+2,673
| +4% | +$236K | 1.36% | 21 |
|
|
2024
Q1 | $6.87M | Buy |
+75,938
| New | +$6.87M | 1.39% | 20 |
|
|
2023
Q4 | – | Sell |
-15,974
| Closed | -$1.19M | – | 264 |
|
|
2023
Q3 | $1.19M | Sell |
15,974
-9,066
| -36% | -$677K | 0.28% | 45 |
|
|
2023
Q2 | $1.96M | Buy |
25,040
+7,218
| +41% | +$565K | 0.51% | 31 |
|
|
2023
Q1 | $1.31M | Sell |
17,822
-7,493
| -30% | -$553K | 0.36% | 34 |
|
|
2022
Q4 | $1.79M | Buy |
+25,315
| New | +$1.79M | 0.54% | 23 |
|