Prosperity Capital 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 | $3.29M | Sell |
34,801
-1,926
| -5% | -$182K | 0.31% | 55 |
|
|
2025
Q1 | $3.39M | Sell |
36,727
-2,328
| -6% | -$215K | 0.27% | 66 |
|
|
2024
Q4 | $3.62M | Sell |
39,055
-1,180
| -3% | -$109K | 0.29% | 65 |
|
|
2024
Q3 | $3.84M | Buy |
40,235
+7,341
| +22% | +$701K | 0.33% | 62 |
|
|
2024
Q2 | $2.9M | Buy |
32,894
+11,746
| +56% | +$1.04M | 0.32% | 63 |
|
|
2024
Q1 | $1.91M | Buy |
21,148
+12,201
| +136% | +$1.1M | 0.23% | 75 |
|
|
2023
Q4 | $755K | Buy |
+8,947
| New | +$755K | 0.08% | 123 |
|