Silver Oak Securities’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
36,973
+984
| +3% | +$93.1K | 0.28% | 72 |
|
|
2025
Q1 | $3.29M | Sell |
35,989
-732
| -2% | -$66.9K | 0.3% | 72 |
|
|
2024
Q4 | $3.4M | Sell |
36,721
-27,187
| -43% | -$2.52M | 0.32% | 71 |
|
|
2024
Q3 | $6.08M | Sell |
63,908
-212
| -0.3% | -$20.2K | 0.64% | 36 |
|
|
2024
Q2 | $5.65M | Sell |
64,120
-1,604
| -2% | -$141K | 0.85% | 30 |
|
|
2024
Q1 | $5.94M | Sell |
65,724
-2,365
| -3% | -$214K | 0.91% | 26 |
|
|
2023
Q4 | $5.74M | Buy |
68,089
+55,115
| +425% | +$4.65M | 0.77% | 31 |
|
|
2023
Q3 | $968K | Sell |
12,974
-32,876
| -72% | -$2.45M | 0.21% | 83 |
|
|
2023
Q2 | $3.59M | Sell |
45,850
-1,128
| -2% | -$88.3K | 0.58% | 34 |
|
|
2023
Q1 | $3.47M | Sell |
46,978
-1,999
| -4% | -$147K | 0.57% | 37 |
|
|
2022
Q4 | $3.46M | Buy |
48,977
+36,003
| +278% | +$2.54M | 0.65% | 33 |
|
|
2022
Q3 | $968K | Sell |
12,974
-34,474
| -73% | -$2.57M | 0.21% | 83 |
|
|
2022
Q2 | $3.25M | Sell |
47,448
-3,817
| -7% | -$262K | 0.73% | 27 |
|
|
2022
Q1 | $3.91M | Buy |
+51,265
| New | +$3.91M | 0.79% | 21 |
|