Plante Moran Financial 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 | $23.7K | Hold |
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|
2025
Q1 | $23.1K | Hold |
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|
2024
Q4 | $23.1K | Sell |
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|
2024
Q3 | $74.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.13K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $125K | Hold |
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|
2020
Q3 | $109K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $46K | Buy |
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $66K | Buy |
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|
2018
Q4 | $33K | Sell |
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|
2018
Q3 | $46K | Hold |
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|
2018
Q2 | $44K | Buy |
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|
2018
Q1 | $43K | Sell |
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|
2017
Q4 | $45K | Buy |
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