MTM Investment Management’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 | $3.79K | Hold |
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|
2025
Q1 | $3.69K | Hold |
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|
2024
Q4 | $3.7K | Hold |
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|
2024
Q3 | $3.81K | Hold |
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|
2024
Q2 | $3.52K | Hold |
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|
2024
Q1 | $3.62K | Hold |
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|
2023
Q4 | $3.37K | Hold |
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|
2023
Q3 | $2.98K | Hold |
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|
2023
Q2 | $3.13K | Hold |
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|
2023
Q1 | $2.95K | Sell |
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|
2022
Q4 | $5.51K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Sell |
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|
2021
Q1 | $9K | Buy |
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