Mitchell McLeod Pugh & Williams’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 | $935K | Sell |
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|
2025
Q1 | $931K | Buy |
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|
2024
Q4 | $908K | Buy |
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|
2024
Q3 | $910K | Buy |
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|
2024
Q2 | $837K | Hold |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $721K | Buy |
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|
2023
Q3 | $618K | Buy |
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|
2023
Q2 | $599K | Hold |
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|
2023
Q1 | $565K | Hold |
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|
2022
Q4 | $541K | Hold |
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|
2022
Q3 | $479K | Hold |
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|
2022
Q2 | $512K | Hold |
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|
2022
Q1 | $581K | Hold |
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|
2021
Q4 | $584K | Hold |
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|
2021
Q3 | $542K | Buy |
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