Operose 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 | $217K | Hold |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $212K | Hold |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q3 | $178K | Hold |
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|
2023
Q2 | $187K | Buy |
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|
2023
Q1 | $176K | Buy |
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|
2022
Q4 | $162K | Hold |
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|
2022
Q3 | $144K | Hold |
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|
2022
Q2 | $153K | Hold |
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|
2022
Q1 | $174K | Hold |
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|
2021
Q4 | $175K | Buy |
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