Mather Group’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 | – | Sell |
-839
| Closed | -$77.4K | – | 1161 |
|
|
2025
Q1 | $77.4K | Buy |
839
+200
| +31% | +$18.5K | ﹤0.01% | 812 |
|
|
2024
Q4 | $59.2K | Hold |
639
| – | – | ﹤0.01% | 836 |
|
|
2024
Q3 | $61K | Hold |
639
| – | – | ﹤0.01% | 842 |
|
|
2024
Q2 | $57.8K | Buy |
639
+41
| +7% | +$3.71K | ﹤0.01% | 963 |
|
|
2024
Q1 | $50.4K | Buy |
+598
| New | +$50.4K | ﹤0.01% | 867 |
|