Morton Brown Family Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.7K | Hold |
578
| – | – | 0.02% | 100 |
|
|
2025
Q1 | $53.3K | Hold |
578
| – | – | 0.02% | 99 |
|
|
2024
Q4 | $53.5K | Sell |
578
-212
| -27% | -$19.6K | 0.02% | 102 |
|
|
2024
Q3 | $75.4K | Hold |
790
| – | – | 0.03% | 82 |
|
|
2024
Q2 | $72.1K | Hold |
790
| – | – | 0.03% | 81 |
|
|
2024
Q1 | $71.4K | Hold |
790
| – | – | 0.03% | 77 |
|
|
2023
Q4 | $66.6K | Sell |
790
-659
| -45% | -$55.6K | 0.03% | 84 |
|
|
2023
Q3 | $108K | Hold |
1,449
| – | – | 0.06% | 55 |
|
|
2023
Q2 | $113K | Hold |
1,449
| – | – | 0.06% | 57 |
|
|
2023
Q1 | $107K | Hold |
1,449
| – | – | 0.06% | 60 |
|
|
2022
Q4 | $102K | Hold |
1,449
| – | – | 0.07% | 62 |
|
|
2022
Q3 | $91K | Hold |
1,449
| – | – | 0.07% | 58 |
|
|
2022
Q2 | $97K | Hold |
1,449
| – | – | 0.08% | 54 |
|
|
2022
Q1 | $110K | Hold |
1,449
| – | – | 0.08% | 54 |
|
|
2021
Q4 | $111K | Buy |
+1,449
| New | +$111K | 0.09% | 56 |
|