RWA Wealth Partners’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 | $2.09M | Buy |
22,060
+3,511
| +19% | +$332K | 0.03% | 242 |
|
|
2025
Q1 | $1.71M | Sell |
18,549
-2,337
| -11% | -$216K | 0.02% | 260 |
|
|
2024
Q4 | $1.93M | Buy |
20,886
+344
| +2% | +$31.9K | 0.02% | 252 |
|
|
2024
Q3 | $1.96M | Sell |
20,542
-473
| -2% | -$45.2K | 0.02% | 253 |
|
|
2024
Q2 | $1.85M | Sell |
21,015
-161
| -0.8% | -$14.2K | 0.02% | 244 |
|
|
2024
Q1 | $1.92M | Sell |
21,176
-538
| -2% | -$48.7K | 0.03% | 246 |
|
|
2023
Q4 | $1.83M | Buy |
21,714
+16
| +0.1% | +$1.35K | 0.03% | 239 |
|
|
2023
Q3 | $1.62M | Sell |
21,698
-6,738
| -24% | -$503K | 0.04% | 154 |
|
|
2023
Q2 | $2.23M | Sell |
28,436
-2,637
| -8% | -$206K | 0.05% | 124 |
|
|
2023
Q1 | $2.29M | Buy |
31,073
+2,693
| +9% | +$199K | 0.06% | 96 |
|
|
2022
Q4 | $2.1M | Buy |
+28,380
| New | +$2.1M | 0.05% | 104 |
|