SMA
Sage Mountain Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.1K | Sell |
635
-23
| -3% | -$2.18K | ﹤0.01% | 455 |
|
|
2025
Q1 | $60.7K | Buy |
658
+98
| +18% | +$9.04K | ﹤0.01% | 431 |
|
|
2024
Q4 | $51.8K | Hold |
560
| – | – | ﹤0.01% | 431 |
|
|
2024
Q3 | $53.4K | Hold |
560
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $49.3K | Hold |
560
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $50.6K | Hold |
560
| – | – | 0.01% | 363 |
|
|
2023
Q4 | $47.2K | Hold |
560
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $41.8K | Hold |
560
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $43.8K | Hold |
560
| – | – | 0.01% | 303 |
|
|
2023
Q1 | $41.3K | Hold |
560
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $39.5K | Hold |
560
| – | – | 0.01% | 231 |
|
|
2022
Q3 | $35K | Hold |
560
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $37K | Hold |
560
| – | – | 0.01% | 551 |
|
|
2022
Q1 | $42K | Sell |
560
-291
| -34% | -$21.8K | 0.01% | 563 |
|
|
2021
Q4 | $65K | Hold |
851
| – | – | 0.01% | 607 |
|
|
2021
Q3 | $60K | Buy |
851
+91
| +12% | +$6.42K | 0.01% | 514 |
|
|
2021
Q2 | $55K | Buy |
760
+159
| +26% | +$11.5K | 0.01% | 472 |
|
|
2021
Q1 | $41K | Buy |
+601
| New | +$41K | 0.01% | 409 |
|