Nadler Financial Group’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 | $38.8M | Buy |
410,332
+2,605
| +0.6% | +$247K | 3.98% | 10 |
|
|
2025
Q1 | $37.6M | Buy |
407,727
+1,514
| +0.4% | +$140K | 4.17% | 11 |
|
|
2024
Q4 | $37.6M | Buy |
406,213
+13,803
| +4% | +$1.28M | 3.96% | 12 |
|
|
2024
Q3 | $37.5M | Buy |
392,410
+3,340
| +0.9% | +$319K | 4.13% | 12 |
|
|
2024
Q2 | $34.3M | Buy |
389,070
+10,541
| +3% | +$929K | 4.03% | 12 |
|
|
2024
Q1 | $34.2M | Buy |
378,529
+14,910
| +4% | +$1.35M | 4.22% | 11 |
|
|
2023
Q4 | $30.7M | Buy |
363,619
+26,906
| +8% | +$2.27M | 4.13% | 12 |
|
|
2023
Q3 | $25.1M | Buy |
336,713
+24,335
| +8% | +$1.82M | 3.81% | 13 |
|
|
2023
Q2 | $24.4M | Buy |
312,378
+163,279
| +110% | +$12.8M | 3.57% | 13 |
|
|
2023
Q1 | $11M | Buy |
+149,099
| New | +$11M | 1.75% | 16 |
|