Perennial Investment 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 | $954K | Buy |
|
|||||
|
2025
Q1 | $887K | Buy |
|
|||||
|
2024
Q4 | $858K | Buy |
|
|||||
|
2024
Q3 | $865K | Sell |
|
|||||
|
2024
Q2 | $843K | Buy |
|
|||||
|
2024
Q1 | $677K | Sell |
|
|||||
|
2023
Q4 | $658K | Sell |
|
|||||
|
2023
Q3 | $607K | Sell |
|
|||||
|
2023
Q2 | $663K | Buy |
|
|||||
|
2023
Q1 | $619K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $205K | Hold |
|
|||||
|
2022
Q1 | $231K | Buy |
|
|||||
|
2021
Q4 | $218K | Sell |
|
|||||
|
2021
Q3 | $216K | Buy |
|