Narus Financial Partners’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 | $1.16M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $976K | Hold |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $965K | Hold |
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|
2022
Q4 | $924K | Sell |
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|
2022
Q3 | $857K | Buy |
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|
2022
Q2 | $686K | Hold |
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|
2022
Q1 | $778K | Buy |
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|
2021
Q1 | $850K | Buy |
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|
2019
Q4 | $862K | Hold |
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|
2019
Q3 | $790K | Hold |
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|
2019
Q2 | $774K | Buy |
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|
2017
Q3 | $1.1M | Hold |
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|
2017
Q2 | $1.07M | Hold |
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|
2017
Q1 | $1.06M | Hold |
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|
2016
Q4 | $1.03M | Buy |
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