Roble Belko & Company’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 | $591K | Hold |
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|
2025
Q2 | $560K | Buy |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | $543K | Hold |
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|
2024
Q3 | $560K | Hold |
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|
2024
Q2 | $517K | Hold |
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|
2024
Q1 | $530K | Hold |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $438K | Hold |
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|
2023
Q2 | $459K | Hold |
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|
2023
Q1 | $433K | Hold |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $445K | Hold |
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|
2021
Q4 | $448K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $422K | Hold |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $365K | Hold |
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|
2020
Q3 | $318K | Hold |
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|
2020
Q2 | $306K | Hold |
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|
2020
Q1 | $271K | Hold |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $339K | Sell |
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|
2019
Q2 | $346K | Hold |
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|
2019
Q1 | $335K | Hold |
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|
2018
Q4 | $300K | Hold |
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|
2018
Q3 | $345K | Hold |
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|
2018
Q2 | $328K | Hold |
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|
2018
Q1 | $325K | Hold |
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|
2017
Q4 | $339K | Hold |
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|
2017
Q3 | $320K | Hold |
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|
2017
Q2 | $311K | Hold |
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|
2017
Q1 | $309K | Hold |
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|
2016
Q4 | $300K | Hold |
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|
2016
Q3 | $282K | Hold |
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|
2016
Q2 | $274K | Hold |
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|
2016
Q1 | $262K | Hold |
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|
2015
Q4 | $260K | Hold |
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|
2015
Q3 | $248K | Hold |
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|
2015
Q2 | $275K | Hold |
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|
2015
Q1 | $275K | Buy |
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