Sovereign Financial Group’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
Q3 | $1.45M | Sell |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.46M | Sell |
|
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.43M | Buy |
|
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $810K | Sell |
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|
2023
Q2 | $932K | Sell |
|
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.21M | Sell |
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|
2021
Q3 | $2.19M | Sell |
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|
2021
Q2 | $2.32M | Hold |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $2.22M | Buy |
|