Maryland 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
Q3
$1.3M Sell
2025
Q2
$1.25M Buy
2025
Q1
$1.22M Buy
2024
Q4
$1.22M Sell
2024
Q3
$1.26M Sell
2024
Q2
$1.16M Buy
2024
Q1
$1.19M Sell
2023
Q4
$1.12M Buy
2023
Q3
$987K Sell
2023
Q2
$1.05M Sell
2023
Q1
$987K Sell
2022
Q4
$945K Buy
2022
Q3
$390K Buy
2022
Q2
$155K Hold
2022
Q1
$176K Buy
2021
Q4
$177K Buy