SC&H Financial 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 | $291K | Sell |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $250K | Hold |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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