Sand Hill Global 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 | $830K | Hold |
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|
2025
Q1 | $809K | Sell |
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|
2024
Q4 | $889K | Sell |
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|
2024
Q3 | $978K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $110M | Buy |
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|
2022
Q4 | $104M | Sell |
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|
2022
Q3 | $96.2M | Sell |
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|
2022
Q2 | $106M | Sell |
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|
2022
Q1 | $120M | Buy |
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|
2021
Q4 | $66.8M | Sell |
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|
2021
Q3 | $62.1M | Buy |
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|
2021
Q2 | $61.5M | Buy |
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|
2021
Q1 | $57.8M | Buy |
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|
2020
Q4 | $50.9M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $290K | Buy |
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