Petix & Botte Financial’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 | $17.9M | Sell |
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|
2025
Q1 | $18.3M | Sell |
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|
2024
Q4 | $20.6M | Sell |
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|
2024
Q3 | $29.1M | Buy |
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|
2024
Q2 | $26.5M | Buy |
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|
2024
Q1 | $14M | Sell |
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|
2023
Q4 | $26.2M | Buy |
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|
2023
Q3 | $23.1M | Buy |
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|
2023
Q2 | $23.8M | Buy |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q3 | $8.84M | Sell |
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|
2022
Q2 | $9.48M | Sell |
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|
2022
Q1 | $21.9M | Buy |
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|
2021
Q4 | $10.5M | Sell |
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|
2021
Q3 | $17.7M | Buy |
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|
2021
Q2 | $7.98M | Buy |
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|
2021
Q1 | $7.34M | Buy |
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|
2020
Q4 | $6.4M | Buy |
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|
2020
Q3 | $5.5M | Sell |
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|
2020
Q2 | $5.22M | Buy |
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|
2020
Q1 | $4.33M | Buy |
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|
2019
Q4 | $5.49M | Buy |
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