SkyOak Wealth’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 | $19.6M | Buy |
|
|||||
|
2025
Q1 | $18.7M | Buy |
|
|||||
|
2024
Q4 | $18.5M | Buy |
|
|||||
|
2024
Q3 | $18.8M | Buy |
|
|||||
|
2024
Q2 | $16.7M | Buy |
|
|||||
|
2024
Q1 | $16.3M | Buy |
|
|||||
|
2023
Q4 | $15.2M | Buy |
|
|||||
|
2023
Q3 | $13.1M | Buy |
|
|||||
|
2023
Q2 | $13.6M | Buy |
|
|||||
|
2023
Q1 | $11.8M | Sell |
|
|||||
|
2022
Q4 | $11.5M | Buy |
|
|||||
|
2022
Q3 | $9.66M | Buy |
|
|||||
|
2022
Q2 | $9.76M | Buy |
|
|||||
|
2022
Q1 | $10.6M | Buy |
|
|||||
|
2021
Q4 | $9.95M | Buy |
|
|||||
|
2021
Q3 | $9.16M | Sell |
|
|||||
|
2021
Q2 | $9.66M | Buy |
|
|||||
|
2021
Q1 | $9.38M | Sell |
|
|||||
|
2020
Q4 | $10M | Buy |
|
|||||
|
2020
Q3 | $8.55M | Buy |
|
|||||
|
2020
Q2 | $8.04M | Buy |
|