Spire Wealth Management’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 | $5.08M | Sell |
53,657
-2,463
| -4% | -$233K | 0.18% | 105 |
|
|
2025
Q1 | $5.18M | Sell |
56,120
-3,912
| -7% | -$361K | 0.17% | 119 |
|
|
2024
Q4 | $5.56M | Sell |
60,032
-575
| -0.9% | -$53.2K | 0.17% | 119 |
|
|
2024
Q3 | $5.79M | Buy |
60,607
+170
| +0.3% | +$16.2K | 0.2% | 108 |
|
|
2024
Q2 | $5.33M | Sell |
60,437
-37
| -0.1% | -$3.26K | 0.19% | 111 |
|
|
2024
Q1 | $5.47M | Sell |
60,474
-552
| -0.9% | -$49.9K | 0.1% | 150 |
|
|
2023
Q4 | $5.11M | Buy |
61,026
+2,698
| +5% | +$226K | 0.17% | 135 |
|
|
2023
Q3 | $4.35M | Sell |
58,328
-2,779
| -5% | -$207K | 0.17% | 128 |
|
|
2023
Q2 | $4.78M | Sell |
61,107
-924
| -1% | -$72.3K | 0.18% | 107 |
|
|
2023
Q1 | $4.58M | Buy |
62,031
+49,390
| +391% | +$3.64M | 0.18% | 116 |
|
|
2022
Q4 | $893K | Buy |
12,641
+3,609
| +40% | +$255K | 0.05% | 253 |
|
|
2022
Q3 | $565K | Sell |
9,032
-37,672
| -81% | -$2.36M | 0.03% | 305 |
|
|
2022
Q2 | $3.12M | Sell |
46,704
-38,267
| -45% | -$2.56M | 0.13% | 156 |
|
|
2022
Q1 | $6.45M | Buy |
84,971
+24,693
| +41% | +$1.87M | 0.17% | 135 |
|
|
2021
Q4 | $4.6M | Buy |
60,278
+4,619
| +8% | +$353K | 0.1% | 183 |
|
|
2021
Q3 | $3.95M | Buy |
55,659
+909
| +2% | +$64.4K | 0.1% | 186 |
|
|
2021
Q2 | $3.94M | Buy |
54,750
+7,999
| +17% | +$576K | 0.11% | 188 |
|
|
2021
Q1 | $3.21M | Buy |
+46,751
| New | +$3.21M | 0.09% | 210 |
|