Sage Mountain Advisors’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
Q2 | $60.1K | Sell |
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|
2025
Q1 | $60.7K | Buy |
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|
2024
Q4 | $51.8K | Hold |
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|
2024
Q3 | $53.4K | Hold |
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|
2024
Q2 | $49.3K | Hold |
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|
2024
Q1 | $50.6K | Hold |
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|
2023
Q4 | $47.2K | Hold |
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|
2023
Q3 | $41.8K | Hold |
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|
2023
Q2 | $43.8K | Hold |
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|
2023
Q1 | $41.3K | Hold |
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|
2022
Q4 | $39.5K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $42K | Sell |
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|
2021
Q4 | $65K | Hold |
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|
2021
Q3 | $60K | Buy |
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|
2021
Q2 | $55K | Buy |
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|
2021
Q1 | $41K | Buy |
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