RWPA
Richard W. Paul & Associates’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
161,976
+765
| +0.5% | +$72.4K | 5.54% | 1 |
|
|
2025
Q1 | $14.9M | Sell |
161,211
-248
| -0.2% | -$22.9K | 5.84% | 1 |
|
|
2024
Q4 | $14.9M | Buy |
161,459
+163
| +0.1% | +$15.1K | 5.45% | 1 |
|
|
2024
Q3 | $15.4M | Buy |
161,296
+18,133
| +13% | +$1.73M | 5.53% | 1 |
|
|
2024
Q2 | $12.6M | Buy |
143,163
+7,825
| +6% | +$690K | 4.87% | 2 |
|
|
2024
Q1 | $12.2M | Sell |
135,338
-1,649
| -1% | -$149K | 4.89% | 1 |
|
|
2023
Q4 | $11.6M | Buy |
136,987
+4,588
| +3% | +$387K | 4.85% | 1 |
|
|
2023
Q3 | $9.88M | Sell |
132,399
-6,570
| -5% | -$490K | 4.52% | 2 |
|
|
2023
Q2 | $10.9M | Buy |
138,969
+4,521
| +3% | +$354K | 4.74% | 1 |
|
|
2023
Q1 | $9.92M | Buy |
134,448
+6,596
| +5% | +$487K | 4.57% | 1 |
|
|
2022
Q4 | $9.03M | Buy |
+127,852
| New | +$9.03M | 4.55% | 1 |
|