Regimen 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 | $631K | Buy |
6,670
+31
| +0.5% | +$2.93K | 0.2% | 45 |
|
|
2025
Q1 | $613K | Buy |
6,639
+26
| +0.4% | +$2.4K | 0.2% | 38 |
|
|
2024
Q4 | $612K | Buy |
6,613
+39
| +0.6% | +$3.61K | 0.2% | 39 |
|
|
2024
Q3 | $628K | Buy |
6,574
+40
| +0.6% | +$3.82K | 0.2% | 40 |
|
|
2024
Q2 | $576K | Sell |
6,534
-210
| -3% | -$18.5K | 0.2% | 40 |
|
|
2024
Q1 | $610K | Buy |
6,744
+33
| +0.5% | +$2.98K | 0.21% | 38 |
|
|
2023
Q4 | $566K | Buy |
+6,711
| New | +$566K | 0.22% | 39 |
|