OneDigital Investment 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 | $7.21M | Sell |
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|
2025
Q1 | $7.37M | Buy |
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|
2024
Q4 | $7.37M | Buy |
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|
2024
Q3 | $6.52M | Sell |
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|
2024
Q2 | $6.2M | Buy |
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|
2024
Q1 | $5.65M | Buy |
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|
2023
Q4 | $4.95M | Sell |
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|
2023
Q3 | $4.86M | Sell |
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|
2023
Q2 | $5.11M | Sell |
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|
2023
Q1 | $4.92M | Sell |
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|
2022
Q4 | $4.75M | Sell |
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|
2022
Q3 | $4.27M | Buy |
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|
2022
Q2 | $4.55M | Buy |
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|
2022
Q1 | $5.03M | Buy |
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|
2021
Q4 | $4.69M | Buy |
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|
2021
Q3 | $3.52M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $24K | Sell |
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|
2018
Q3 | $45K | Hold |
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|
2018
Q2 | $43K | Hold |
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|
2018
Q1 | $42K | Hold |
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|
2017
Q4 | $44K | Buy |
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