Octavia Wealth Advisors’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 | $260K | Sell |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $308K | Buy |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $393K | Buy |
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