NFP Retirement Inc’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 | $570K | Sell |
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|
2025
Q1 | $576K | Sell |
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|
2024
Q4 | $620K | Sell |
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|
2024
Q3 | $642K | Sell |
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|
2024
Q2 | $662K | Hold |
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|
2024
Q1 | $680K | Sell |
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|
2023
Q4 | $637K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $539K | Hold |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $617K | Buy |
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|
2022
Q2 | $647K | Buy |
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