SFG Wealth Management’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 | $409K | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | $370K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $302K | Buy |
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