Pinnacle Family 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 | $253K | Buy |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Buy |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $225K | Buy |
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|
2019
Q1 | $218K | Sell |
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|
2018
Q4 | $896K | Buy |
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|
2018
Q3 | $988K | Buy |
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|
2018
Q2 | $928K | Sell |
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|
2018
Q1 | $927K | Buy |
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|
2017
Q4 | $961K | Buy |
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|
2017
Q3 | $881K | Buy |
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|
2017
Q2 | $268K | Buy |
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|
2017
Q1 | $260K | Buy |
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