Mascoma Wealth Management’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 | $504K | Hold |
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|
2025
Q2 | $477K | Sell |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $712K | Sell |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $758K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $924K | Sell |
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|
2021
Q3 | $870K | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $744K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $31K | Buy |
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|
2019
Q1 | $5K | Buy |
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