Next Capital 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 | $1.28M | Buy |
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2025
Q1 | $1.23M | Buy |
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2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $822K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $184K | Sell |
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|
2019
Q2 | $187K | Hold |
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|
2019
Q1 | $181K | Sell |
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|
2018
Q4 | $338K | Buy |
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