TLA
Tanglewood Legacy Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.2M | Buy |
625,593
+16,441
| +3% | +$1.56M | 24.29% | 1 |
|
|
2025
Q1 | $56.2M | Buy |
609,152
+33,036
| +6% | +$3.05M | 24.64% | 1 |
|
|
2024
Q4 | $53.3M | Buy |
576,116
+20,441
| +4% | +$1.89M | 22.8% | 1 |
|
|
2024
Q3 | $53.1M | Buy |
555,675
+994
| +0.2% | +$94.9K | 23.57% | 1 |
|
|
2024
Q2 | $48.9M | Buy |
554,681
+17,603
| +3% | +$1.55M | 23.1% | 1 |
|
|
2024
Q1 | $48.6M | Buy |
537,078
+20,512
| +4% | +$1.86M | 23.93% | 1 |
|
|
2023
Q4 | $43.6M | Buy |
516,566
+20,037
| +4% | +$1.69M | 23.8% | 1 |
|
|
2023
Q3 | $37.1M | Sell |
496,529
-908
| -0.2% | -$67.8K | 22.21% | 1 |
|
|
2023
Q2 | $38.9M | Buy |
497,437
+2,782
| +0.6% | +$218K | 22.51% | 1 |
|
|
2023
Q1 | $36.5M | Buy |
494,655
+2,594
| +0.5% | +$191K | 23.28% | 1 |
|
|
2022
Q4 | $34.8M | Buy |
+492,061
| New | +$34.8M | 24.7% | 1 |
|