Spire 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
Q3
$5.27M Sell
2025
Q2
$5.08M Sell
2025
Q1
$5.18M Sell
2024
Q4
$5.56M Sell
2024
Q3
$5.79M Buy
2024
Q2
$5.33M Sell
2024
Q1
$5.47M Sell
2023
Q4
$5.11M Buy
2023
Q3
$4.35M Sell
2023
Q2
$4.78M Sell
2023
Q1
$4.58M Buy
2022
Q4
$893K Buy
2022
Q3
$565K Sell
2022
Q2
$3.12M Sell
2022
Q1
$6.45M Buy
2021
Q4
$4.6M Buy
2021
Q3
$3.94M Buy
2021
Q2
$3.94M Buy
2021
Q1
$3.21M Buy