Safeguard Financial’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
Q1 | $424K | Hold |
4,597
| – | – | 0.09% | 73 |
|
|
2024
Q4 | $426K | Hold |
4,597
| – | – | 0.09% | 75 |
|
|
2024
Q3 | $439K | Hold |
4,597
| – | – | 0.1% | 73 |
|
|
2024
Q2 | $405K | Hold |
4,597
| – | – | 0.11% | 68 |
|
|
2024
Q1 | $416K | Hold |
4,597
| – | – | 0.14% | 59 |
|
|
2023
Q4 | $388K | Buy |
+4,597
| New | +$388K | 0.15% | 54 |
|
|
2023
Q3 | – | Sell |
-1,997
| Closed | -$156K | – | 307 |
|
|
2023
Q2 | $156K | Buy |
+1,997
| New | +$156K | 0.08% | 77 |
|
|
2023
Q1 | – | Sell |
-3,725
| Closed | -$263K | – | 72 |
|
|
2022
Q4 | $263K | Buy |
+3,725
| New | +$263K | 0.19% | 53 |
|