Nikulski Financial’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 | $299K | Sell |
3,157
-400
| -11% | -$37.9K | 0.08% | 124 |
|
|
2025
Q1 | $328K | Sell |
3,557
-425
| -11% | -$39.2K | 0.1% | 106 |
|
|
2024
Q4 | $369K | Hold |
3,982
| – | – | 0.11% | 97 |
|
|
2024
Q3 | $380K | Sell |
3,982
-175
| -4% | -$16.7K | 0.11% | 93 |
|
|
2024
Q2 | $366K | Hold |
4,157
| – | – | 0.12% | 97 |
|
|
2024
Q1 | $376K | Sell |
4,157
-244
| -6% | -$22.1K | 0.12% | 98 |
|
|
2023
Q4 | $371K | Sell |
4,401
-50
| -1% | -$4.22K | 0.14% | 99 |
|
|
2023
Q3 | $332K | Sell |
4,451
-82
| -2% | -$6.12K | 0.14% | 101 |
|
|
2023
Q2 | $355K | Buy |
4,533
+216
| +5% | +$16.9K | 0.15% | 97 |
|
|
2023
Q1 | $319K | Buy |
+4,317
| New | +$319K | 0.14% | 103 |
|