Tanglewood Legacy 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 | $59.2M | Buy |
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|
2025
Q1 | $56.2M | Buy |
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|
2024
Q4 | $53.3M | Buy |
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|
2024
Q3 | $53.1M | Buy |
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|
2024
Q2 | $48.9M | Buy |
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|
2024
Q1 | $48.6M | Buy |
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|
2023
Q4 | $43.6M | Buy |
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|
2023
Q3 | $37.1M | Sell |
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|
2023
Q2 | $38.9M | Buy |
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|
2023
Q1 | $36.5M | Buy |
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|
2022
Q4 | $34.8M | Buy |
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