O'Shaughnessy Asset Management’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
$1.88M Buy
2025
Q1
$721K Buy
2024
Q4
$566K Buy
2024
Q3
$587K Sell
2024
Q2
$564K Buy
2024
Q1
$546K Buy
2023
Q4
$383K Sell
2023
Q3
$517K Buy
2023
Q2
$355K Hold
2023
Q1
$335K Buy
2022
Q4
$16K Hold
2022
Q3
$14K Hold
2022
Q2
$15K Buy
2019
Q2
Sell
2019
Q1
$4K Buy
2015
Q1
Sell
2014
Q4
$186K Buy