Mason Investment Advisory Services’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 | $262K | Buy |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $337K | Hold |
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|
2023
Q4 | $314K | Hold |
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|
2023
Q3 | $278K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $281K | Buy |
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