Robinson Smith Wealth Advisors’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 | $9.56M | Sell |
100,981
-209
| -0.2% | -$19.8K | 7.64% | 2 |
|
|
2025
Q1 | $9.34M | Buy |
101,190
+794
| +0.8% | +$73.3K | 7.82% | 2 |
|
|
2024
Q4 | $9.3M | Buy |
100,396
+3,115
| +3% | +$288K | 7.88% | 2 |
|
|
2024
Q3 | $9.29M | Sell |
97,281
-3,708
| -4% | -$354K | 7.9% | 2 |
|
|
2024
Q2 | $8.9M | Buy |
100,989
+1,070
| +1% | +$94.3K | 7.84% | 2 |
|
|
2024
Q1 | $9.04M | Sell |
99,919
-1,134
| -1% | -$103K | 8.68% | 2 |
|
|
2023
Q4 | $8.52M | Buy |
+101,053
| New | +$8.52M | 8.38% | 2 |
|