Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $542K | Buy |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $479K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $369K | Sell |
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|
2021
Q3 | $349K | Sell |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $356K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $267K | Hold |
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|
2014
Q3 | $255K | Sell |
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|
2014
Q2 | $265K | Hold |
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|
2014
Q1 | $252K | Hold |
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|
2013
Q4 | $247K | Buy |
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