OAM
Occidental Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Sell |
8,646
-9,099
| -51% | -$861K | 0.11% | 117 |
|
|
2025
Q1 | $1.64M | Buy |
17,745
+5,684
| +47% | +$525K | 0.25% | 86 |
|
|
2024
Q4 | $1.12M | Sell |
12,061
-7,590
| -39% | -$703K | 0.17% | 104 |
|
|
2024
Q3 | $1.88M | Buy |
19,651
+10,341
| +111% | +$987K | 0.3% | 82 |
|
|
2024
Q2 | $820K | Sell |
9,310
-10,455
| -53% | -$921K | 0.14% | 113 |
|
|
2024
Q1 | $1.79M | Buy |
19,765
+4,256
| +27% | +$385K | 0.33% | 82 |
|
|
2023
Q4 | $1.31M | Sell |
15,509
-11,529
| -43% | -$972K | 0.27% | 95 |
|
|
2023
Q3 | $2.02M | Buy |
27,038
+9,204
| +52% | +$687K | 0.47% | 60 |
|
|
2023
Q2 | $1.4M | Buy |
+17,834
| New | +$1.4M | 0.32% | 90 |
|