Stratos Wealth Advisors’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 | $959K | Buy |
|
|||||
|
2025
Q1 | $911K | Buy |
|
|||||
|
2024
Q4 | $914K | Buy |
|
|||||
|
2024
Q3 | $935K | Buy |
|
|||||
|
2024
Q2 | $846K | Buy |
|
|||||
|
2024
Q1 | $823K | Buy |
|
|||||
|
2023
Q4 | $756K | Buy |
|
|||||
|
2023
Q3 | $669K | Hold |
|
|||||
|
2023
Q2 | $701K | Sell |
|
|||||
|
2023
Q1 | $670K | Buy |
|
|||||
|
2022
Q4 | $636K | Buy |
|
|||||
|
2022
Q3 | $540K | Buy |
|
|||||
|
2022
Q2 | $476K | Buy |
|
|||||
|
2022
Q1 | $469K | Sell |
|
|||||
|
2021
Q4 | $5.98M | Buy |
|
|||||
|
2021
Q3 | $3.49M | Buy |
|
|||||
|
2021
Q2 | $3.08M | Buy |
|
|||||
|
2021
Q1 | $2.87M | Buy |
|
|||||
|
2020
Q4 | $1.04M | Buy |
|
|||||
|
2020
Q3 | $234K | Buy |
|
|||||
|
2020
Q2 | $225K | Sell |
|
|||||
|
2020
Q1 | $240K | Sell |
|
|||||
|
2019
Q4 | $343K | Buy |
|
|||||
|
2019
Q3 | $311K | Buy |
|
|||||
|
2019
Q2 | $288K | Buy |
|
|||||
|
2019
Q1 | $275K | Buy |
|
|||||
|
2018
Q4 | $234K | Buy |
|