Moneta Group Investment Advisors’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 | $861K | Buy |
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|
2025
Q1 | $592K | Buy |
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|
2024
Q4 | $559K | Sell |
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|
2024
Q3 | $627K | Sell |
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|
2024
Q2 | $597K | Sell |
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|
2024
Q1 | $614K | Buy |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $747K | Sell |
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|
2023
Q1 | $711K | Buy |
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|
2022
Q4 | $719K | Sell |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $724K | Buy |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $881K | Buy |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $357K | Buy |
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