&Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
34,739
-2,534
| -7% | -$240K | 0.03% | 483 |
|
|
2025
Q1 | $3.41M | Sell |
37,273
-1,115
| -3% | -$102K | 0.04% | 391 |
|
|
2024
Q4 | $3.56M | Buy |
38,388
+4,532
| +13% | +$421K | 0.04% | 348 |
|
|
2024
Q3 | $3.23M | Buy |
33,856
+12,650
| +60% | +$1.21M | 0.06% | 276 |
|
|
2024
Q2 | $1.87M | Buy |
21,206
+16,107
| +316% | +$1.42M | 0.08% | 220 |
|
|
2024
Q1 | $461K | Buy |
+5,099
| New | +$461K | 0.06% | 282 |
|