Melone Private Wealth’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 | $380K | Sell |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $416K | Sell |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $500K | Buy |
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