Orion Portfolio Solutions’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
Q1 | $584K | Sell |
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|
2024
Q4 | $868K | Buy |
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2024
Q3 | $842K | Buy |
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $481K | Hold |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.2M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $55K | Sell |
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|
2020
Q1 | $61K | Buy |
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|
2019
Q4 | $70K | Buy |
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