Mission 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
Q2 | $623K | Sell |
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|
2025
Q1 | $623K | Buy |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $384K | Buy |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $337K | Buy |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $312K | Buy |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $242K | Buy |
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|
2021
Q1 | $200K | Buy |
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