Stevens Capital Partners’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 | $4.98M | Sell |
|
|||||
|
2025
Q2 | $5M | Sell |
|
|||||
|
2025
Q1 | $4.84M | Sell |
|
|||||
|
2024
Q4 | $6.92M | Buy |
|
|||||
|
2024
Q3 | $7.09M | Buy |
|
|||||
|
2024
Q2 | $6.52M | Sell |
|
|||||
|
2024
Q1 | $6.96M | Sell |
|
|||||
|
2023
Q4 | $11.2M | Sell |
|
|||||
|
2023
Q3 | $11.1M | Sell |
|
|||||
|
2023
Q2 | $12.5M | Buy |
|
|||||
|
2023
Q1 | $11.4M | Buy |
|
|||||
|
2022
Q4 | $9.43M | Buy |
|