Madison Wealth Partners’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 | $27.2M | Buy |
287,645
+6,684
| +2% | +$633K | 5.94% | 4 |
|
|
2025
Q1 | $25.9M | Buy |
280,961
+39,758
| +16% | +$3.67M | 6.4% | 4 |
|
|
2024
Q4 | $22.3M | Buy |
241,203
+2,813
| +1% | +$260K | 6.24% | 3 |
|
|
2024
Q3 | $22.8M | Buy |
238,390
+14,578
| +7% | +$1.39M | 6.74% | 3 |
|
|
2024
Q2 | $19.7M | Buy |
223,812
+7,568
| +3% | +$667K | 6.77% | 3 |
|
|
2024
Q1 | $19.6M | Buy |
216,244
+1,635
| +0.8% | +$148K | 7.07% | 3 |
|
|
2023
Q4 | $18.1M | Buy |
214,609
+11,241
| +6% | +$948K | 7.18% | 3 |
|
|
2023
Q3 | $15.2M | Sell |
203,368
-2,127
| -1% | -$159K | 7.68% | 3 |
|
|
2023
Q2 | $16.1M | Buy |
205,495
+6,297
| +3% | +$493K | 7.52% | 3 |
|
|
2023
Q1 | $14.7M | Sell |
199,198
-2,632
| -1% | -$194K | 7.41% | 3 |
|
|
2022
Q4 | $14.3M | Buy |
201,830
+3,706
| +2% | +$262K | 8.32% | 3 |
|
|
2022
Q3 | $12.4M | Buy |
198,124
+4,382
| +2% | +$274K | 8.11% | 3 |
|
|
2022
Q2 | $13M | Buy |
193,742
+8,847
| +5% | +$592K | 8.23% | 3 |
|
|
2022
Q1 | $14M | Buy |
184,895
+9,482
| +5% | +$719K | 7.84% | 3 |
|
|
2021
Q4 | $13.4M | Buy |
175,413
+10,031
| +6% | +$766K | 6.73% | 4 |
|
|
2021
Q3 | $11.7M | Buy |
165,382
+17,419
| +12% | +$1.23M | 6.61% | 4 |
|
|
2021
Q2 | $10.6M | Buy |
147,963
+144,324
| +3,966% | +$10.4M | 6.1% | 4 |
|
|
2021
Q1 | $226K | Hold |
3,639
| – | – | 0.16% | 47 |
|
|
2020
Q4 | $226K | Buy |
+3,639
| New | +$226K | 0.15% | 48 |
|