Pinnacle Associates’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 | $265K | Buy |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $238K | Buy |
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