R.W. Roge & Company’s iShares Core S&P US Value ETF IUSV Stock Holding History

R.W. Roge & Company’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$972K	Sell
2025 Q2	$922K	Buy
2025 Q1	$848K	Buy
2024 Q4	$826K	Sell
2024 Q3	$870K	Sell
2024 Q2	$823K	Sell
2024 Q1	$846K	Buy
2023 Q4	$654K	Buy
2023 Q3	$503K	Buy