Morton Brown Family Wealth’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
Q3 | $57.8K | Hold |
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|
2025
Q2 | $54.7K | Hold |
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|
2025
Q1 | $53.3K | Hold |
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|
2024
Q4 | $53.5K | Sell |
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|
2024
Q3 | $75.4K | Hold |
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|
2024
Q2 | $72.1K | Hold |
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|
2024
Q1 | $71.4K | Hold |
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|
2023
Q4 | $66.6K | Sell |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $113K | Hold |
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|
2023
Q1 | $107K | Hold |
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|
2022
Q4 | $102K | Hold |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $97K | Hold |
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|
2022
Q1 | $110K | Hold |
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|
2021
Q4 | $111K | Buy |
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