Meridian Wealth Management’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 | $430K | Sell |
4,546
-1,382
| -23% | -$131K | 0.02% | 486 |
|
|
2025
Q1 | $547K | Buy |
5,928
+214
| +4% | +$19.7K | 0.03% | 394 |
|
|
2024
Q4 | $529K | Sell |
5,714
-658
| -10% | -$60.9K | 0.03% | 392 |
|
|
2024
Q3 | $608K | Buy |
+6,372
| New | +$608K | 0.03% | 377 |
|
|
2024
Q2 | – | Sell |
-6,349
| Closed | -$574K | – | 411 |
|
|
2024
Q1 | $574K | Sell |
6,349
-460
| -7% | -$41.6K | 0.1% | 129 |
|
|
2023
Q4 | $574K | Sell |
6,809
-6,657
| -49% | -$561K | 0.04% | 359 |
|
|
2023
Q3 | $1M | Buy |
13,466
+7,004
| +108% | +$523K | 0.06% | 232 |
|
|
2023
Q2 | $506K | Buy |
6,462
+336
| +5% | +$26.3K | 0.04% | 327 |
|
|
2023
Q1 | $452K | Buy |
+6,126
| New | +$452K | 0.04% | 337 |
|