Ridgecrest Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Hold |
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|
2025
Q2 | $298K | Hold |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $343K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $255K | Buy |
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