SYM Financial Corp’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 | $444K | Hold |
|
|||||
|
2025
Q1 | $433K | Hold |
|
|||||
|
2024
Q4 | $434K | Hold |
|
|||||
|
2024
Q3 | $448K | Hold |
|
|||||
|
2024
Q2 | $413K | Hold |
|
|||||
|
2024
Q1 | $424K | Sell |
|
|||||
|
2023
Q4 | $406K | Hold |
|
|||||
|
2023
Q3 | $360K | Sell |
|
|||||
|
2023
Q2 | $604K | Sell |
|
|||||
|
2023
Q1 | $581K | Buy |
|
|||||
|
2022
Q4 | $511K | Sell |
|
|||||
|
2022
Q3 | $476K | Buy |
|
|||||
|
2022
Q2 | $464K | Sell |
|
|||||
|
2022
Q1 | $576K | Hold |
|
|||||
|
2021
Q4 | $580K | Sell |
|
|||||
|
2021
Q3 | $632K | Buy |
|
|||||
|
2021
Q2 | $445K | Hold |
|
|||||
|
2021
Q1 | $426K | Buy |
|
|||||
|
2020
Q4 | $364K | Buy |
|
|||||
|
2020
Q3 | $166K | Buy |
|
|||||
|
2020
Q2 | $150K | Buy |
|
|||||
|
2020
Q1 | $132K | Hold |
|
|||||
|
2019
Q4 | $180K | Hold |
|
|||||
|
2019
Q3 | $165K | Sell |
|
|||||
|
2019
Q2 | $179K | Hold |
|
|||||
|
2019
Q1 | $173K | Buy |
|
|||||
|
2018
Q4 | $154K | Hold |
|
|||||
|
2018
Q3 | $177K | Hold |
|
|||||
|
2018
Q2 | $169K | Sell |
|
|||||
|
2018
Q1 | $240K | Hold |
|
|||||
|
2017
Q4 | $251K | Buy |
|