Northwest Wealth 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
Q3 | $949K | Sell |
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|
2025
Q2 | $914K | Sell |
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|
2025
Q1 | $953K | Sell |
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|
2024
Q4 | $999K | Sell |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $2.35M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.24M | Sell |
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|
2023
Q1 | $2.16M | Buy |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.2M | Buy |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $1.21M | Buy |
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