Sunbelt Securities’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
$4.88M Sell
2025
Q1
$5.1M Buy
2024
Q4
$4.8M Buy
2024
Q3
$4.56M Buy
2024
Q2
$3.15M Buy
2024
Q1
$3.07M Buy
2023
Q4
$2.45M Buy
2023
Q3
$1.53M Buy
2023
Q2
$1.23M Buy
2023
Q1
$730K Sell
2022
Q4
$1.22M Buy
2022
Q3
$647K Buy
2022
Q2
$307K Sell
2022
Q1
$357K Sell
2021
Q4
$438K Buy
2021
Q3
$355K Hold
2021
Q2
$355K Buy
2021
Q1
$327K Buy