Magnolia Capital Advisors’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 | $1.84M | Sell |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $931K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $972K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $927K | Buy |
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|
2020
Q3 | $793K | Buy |
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|
2020
Q2 | $756K | Buy |
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|
2020
Q1 | $654K | Buy |
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|
2019
Q4 | $679K | Buy |
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