SHFA
SC&H Financial 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 | $291K | Sell |
3,073
-38
| -1% | -$3.6K | 0.05% | 117 |
|
|
2025
Q1 | $287K | Buy |
3,111
+9
| +0.3% | +$831 | 0.06% | 117 |
|
|
2024
Q4 | $287K | Buy |
3,102
+12
| +0.4% | +$1.11K | 0.06% | 117 |
|
|
2024
Q3 | $295K | Sell |
3,090
-307
| -9% | -$29.3K | 0.06% | 121 |
|
|
2024
Q2 | $299K | Buy |
3,397
+12
| +0.4% | +$1.06K | 0.07% | 116 |
|
|
2024
Q1 | $306K | Buy |
3,385
+12
| +0.4% | +$1.09K | 0.08% | 113 |
|
|
2023
Q4 | $284K | Buy |
3,373
+26
| +0.8% | +$2.19K | 0.08% | 112 |
|
|
2023
Q3 | $250K | Hold |
3,347
| – | – | 0.08% | 118 |
|
|
2023
Q2 | $262K | Sell |
3,347
-195
| -6% | -$15.3K | 0.09% | 118 |
|
|
2023
Q1 | $261K | Buy |
+3,542
| New | +$261K | 0.1% | 117 |
|
|
2022
Q2 | – | Sell |
-2,651
| Closed | -$201K | – | 150 |
|
|
2022
Q1 | $201K | Buy |
+2,651
| New | +$201K | 0.1% | 148 |
|