Presilium Private Wealth’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 | $454K | Sell |
4,796
-19,251
| -80% | -$1.82M | 0.09% | 51 |
|
|
2025
Q1 | $2.22M | Sell |
24,047
-11,746
| -33% | -$1.08M | 0.5% | 22 |
|
|
2024
Q4 | $3.31M | Buy |
35,793
+245
| +0.7% | +$22.7K | 0.76% | 22 |
|
|
2024
Q3 | $3.39M | Sell |
35,548
-925
| -3% | -$88.3K | 0.78% | 22 |
|
|
2024
Q2 | $3.21M | Sell |
36,473
-141
| -0.4% | -$12.4K | 0.81% | 23 |
|
|
2024
Q1 | $3.31M | Sell |
36,614
-899
| -2% | -$81.3K | 0.88% | 23 |
|
|
2023
Q4 | $3.16M | Buy |
37,513
+22,827
| +155% | +$1.93M | 0.9% | 23 |
|
|
2023
Q3 | $1.1M | Buy |
14,686
+54
| +0.4% | +$4.03K | 0.35% | 22 |
|
|
2023
Q2 | $1.15M | Sell |
14,632
-102
| -0.7% | -$7.98K | 0.39% | 22 |
|
|
2023
Q1 | $1.09M | Buy |
14,734
+85
| +0.6% | +$6.27K | 0.42% | 21 |
|
|
2022
Q4 | $1.03M | Buy |
+14,649
| New | +$1.03M | 0.43% | 20 |
|