Plante Moran Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7K | Hold |
250
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $23.1K | Hold |
250
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $23.1K | Sell |
250
-527
| -68% | -$48.8K | ﹤0.01% | 469 |
|
|
2024
Q3 | $74.2K | Buy |
+777
| New | +$74.2K | 0.01% | 330 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$3.13K | – | 876 |
|
|
2023
Q3 | $3.13K | Buy |
+42
| New | +$3.13K | ﹤0.01% | 637 |
|
|
2021
Q1 | – | Sell |
-2,005
| Closed | -$125K | – | 1068 |
|
|
2020
Q4 | $125K | Hold |
2,005
| – | – | 0.04% | 221 |
|
|
2020
Q3 | $109K | Buy |
+2,005
| New | +$109K | 0.04% | 230 |
|
|
2019
Q4 | – | Sell |
-801
| Closed | -$46K | – | 821 |
|
|
2019
Q3 | $46K | Buy |
801
+34
| +4% | +$1.95K | 0.01% | 355 |
|
|
2019
Q2 | $43K | Sell |
767
-435
| -36% | -$24.4K | 0.01% | 364 |
|
|
2019
Q1 | $66K | Buy |
1,202
+533
| +80% | +$29.3K | 0.02% | 277 |
|
|
2018
Q4 | $33K | Sell |
669
-153
| -19% | -$7.55K | 0.01% | 362 |
|
|
2018
Q3 | $46K | Hold |
822
| – | – | 0.02% | 311 |
|
|
2018
Q2 | $44K | Buy |
822
+11
| +1% | +$589 | 0.02% | 349 |
|
|
2018
Q1 | $43K | Sell |
811
-5
| -0.6% | -$265 | 0.02% | 371 |
|
|
2017
Q4 | $45K | Buy |
+816
| New | +$45K | 0.02% | 366 |
|