Perigon Wealth 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
Q3 | $5.13M | Buy |
|
|||||
|
2025
Q2 | $4.79M | Buy |
|
|||||
|
2025
Q1 | $4.55M | Sell |
|
|||||
|
2024
Q4 | $4.67M | Buy |
|
|||||
|
2024
Q3 | $4.72M | Sell |
|
|||||
|
2024
Q2 | $4.44M | Sell |
|
|||||
|
2024
Q1 | $4.73M | Sell |
|
|||||
|
2023
Q4 | $4.59M | Buy |
|
|||||
|
2023
Q3 | $3.94M | Buy |
|
|||||
|
2023
Q2 | $4.13M | Sell |
|
|||||
|
2023
Q1 | $4.02M | Buy |
|
|||||
|
2022
Q4 | $3.72M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $66K | Buy |
|