Oxford Financial Group’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 | $5.21K | Hold |
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|
2025
Q1 | $5.08K | Sell |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $6.21K | Hold |
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|
2024
Q2 | $5.73K | Sell |
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|
2024
Q1 | $9.13K | Sell |
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|
2023
Q4 | $104K | Hold |
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|
2023
Q3 | $91.8K | Hold |
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|
2023
Q2 | $96.3K | Buy |
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|
2023
Q1 | $81.2K | Buy |
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|
2022
Q4 | $75.2K | Buy |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $68K | Hold |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $59K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $44K | Sell |
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|
2020
Q1 | $1.22M | Buy |
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