Symphony Financial’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 | $11.1M | Buy |
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|
2025
Q1 | $8.39M | Sell |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $9.44M | Buy |
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|
2024
Q1 | $7.16M | Sell |
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|
2023
Q4 | $9.13M | Sell |
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|
2023
Q3 | $21.6M | Buy |
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|
2023
Q2 | $14.4M | Buy |
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|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $12.9M | Buy |
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|
2022
Q3 | $6.37M | Sell |
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|
2022
Q2 | $8.63M | Sell |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $7.79M | Buy |
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|
2021
Q3 | $4.92M | Buy |
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|
2021
Q2 | $4.52M | Sell |
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|
2021
Q1 | $6.21M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $245K | Buy |
|