Nations 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 | $1.83M | Buy |
19,301
+874
| +5% | +$82.7K | 0.13% | 190 |
|
|
2025
Q1 | $1.7M | Sell |
18,427
-74
| -0.4% | -$6.83K | 0.13% | 188 |
|
|
2024
Q4 | $1.71M | Sell |
18,501
-312
| -2% | -$28.9K | 0.13% | 194 |
|
|
2024
Q3 | $1.8M | Sell |
18,813
-94
| -0.5% | -$8.98K | 0.13% | 186 |
|
|
2024
Q2 | $1.67M | Buy |
18,907
+7,360
| +64% | +$649K | 0.14% | 171 |
|
|
2024
Q1 | $1.04M | Hold |
11,547
| – | – | 0.09% | 252 |
|
|
2023
Q4 | $974K | Sell |
11,547
-295
| -2% | -$24.9K | 0.09% | 251 |
|
|
2023
Q3 | $884K | Sell |
11,842
-189
| -2% | -$14.1K | 0.09% | 250 |
|
|
2023
Q2 | $942K | Sell |
12,031
-107
| -0.9% | -$8.37K | 0.09% | 249 |
|
|
2023
Q1 | $896K | Buy |
12,138
+142
| +1% | +$10.5K | 0.09% | 246 |
|
|
2022
Q4 | $847K | Buy |
11,996
+78
| +0.7% | +$5.51K | 0.1% | 247 |
|
|
2022
Q3 | $746K | Sell |
11,918
-25
| -0.2% | -$1.57K | 0.11% | 208 |
|
|
2022
Q2 | $799K | Buy |
11,943
+1,458
| +14% | +$97.5K | 0.11% | 216 |
|
|
2022
Q1 | $796K | Buy |
10,485
+3,262
| +45% | +$248K | 0.1% | 233 |
|
|
2021
Q4 | $551K | Buy |
7,223
+3,447
| +91% | +$263K | 0.07% | 279 |
|
|
2021
Q3 | $268K | Buy |
+3,776
| New | +$268K | 0.04% | 382 |
|