Mount Yale Investment Advisors’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 | $26K | Buy |
+275
| New | +$26K | ﹤0.01% | 988 |
|
|
2019
Q4 | – | Sell |
-17,979
| Closed | -$1.09M | – | 330 |
|
|
2019
Q3 | $1.09M | Hold |
17,979
| – | – | 0.2% | 107 |
|
|
2019
Q2 | $995K | Hold |
17,979
| – | – | 0.18% | 113 |
|
|
2019
Q1 | $986K | Sell |
17,979
-279
| -2% | -$15.3K | 0.18% | 114 |
|
|
2018
Q4 | $976K | Buy |
+18,258
| New | +$976K | 0.2% | 114 |
|