Robertson Stephens Wealth Management’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
Q2 | $695K | Sell |
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|
2025
Q1 | $5.55M | Buy |
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|
2024
Q4 | $4.31M | Sell |
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|
2024
Q3 | $7.89M | Buy |
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|
2024
Q2 | $6M | Sell |
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|
2024
Q1 | $7.63M | Buy |
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|
2023
Q4 | $4.79M | Sell |
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|
2023
Q3 | $4.93M | Buy |
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|
2023
Q2 | $3.51M | Sell |
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|
2023
Q1 | $4.7M | Sell |
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|
2022
Q4 | $5.99M | Buy |
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