Motive Wealth 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
Q3 | $7.74M | Buy |
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|
2025
Q2 | $7.22M | Buy |
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|
2025
Q1 | $6.83M | Sell |
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|
2024
Q4 | $7M | Sell |
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|
2024
Q3 | $6.71M | Hold |
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|
2024
Q2 | $6.71M | Buy |
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|
2024
Q1 | $6.79M | Buy |
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $3.15M | Sell |
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|
2023
Q2 | $3.33M | Sell |
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|
2023
Q1 | $3.3M | Sell |
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|
2022
Q4 | $5.99M | Buy |
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|
2022
Q3 | $4.73M | Buy |
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|
2022
Q2 | $4.41M | Buy |
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|
2022
Q1 | $4.02M | Buy |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $2.68M | Buy |
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|
2021
Q2 | $2.57M | Buy |
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