Madison Wealth Partners’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 | $27.2M | Buy |
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|
2025
Q1 | $25.9M | Buy |
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|
2024
Q4 | $22.3M | Buy |
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|
2024
Q3 | $22.8M | Buy |
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|
2024
Q2 | $19.7M | Buy |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $15.2M | Sell |
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|
2023
Q2 | $16.1M | Buy |
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|
2023
Q1 | $14.7M | Sell |
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|
2022
Q4 | $14.3M | Buy |
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|
2022
Q3 | $12.4M | Buy |
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|
2022
Q2 | $13M | Buy |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | $13.4M | Buy |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $226K | Hold |
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|
2020
Q4 | $226K | Buy |
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