Modera 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 | $119M | Buy |
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|
2025
Q1 | $93.5M | Buy |
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|
2024
Q4 | $91.4M | Buy |
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|
2024
Q3 | $93.2M | Buy |
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|
2024
Q2 | $86M | Sell |
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|
2024
Q1 | $88.4M | Sell |
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|
2023
Q4 | $82.5M | Buy |
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|
2023
Q3 | $67.3M | Sell |
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|
2023
Q2 | $71.9M | Buy |
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|
2023
Q1 | $66.3M | Buy |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $439K | Hold |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $470K | Buy |
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|
2021
Q3 | $376K | Sell |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $368K | Hold |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $523K | Sell |
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|
2020
Q2 | $571K | Sell |
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|
2020
Q1 | $589K | Buy |
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