The Family Firm’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $47.9K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $43.2M | Sell |
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|
2019
Q2 | $43.6M | Sell |
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|
2019
Q1 | $42.4M | Sell |
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|
2018
Q4 | $37.6M | Buy |
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|
2018
Q3 | $43.9M | Sell |
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|
2018
Q2 | $42.9M | Sell |
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|
2018
Q1 | $41.3M | Buy |
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|
2017
Q4 | $41.4M | Sell |
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|
2017
Q3 | $39.4M | Buy |
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|
2017
Q2 | $37.8M | Buy |
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|
2017
Q1 | $35.9M | Sell |
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|
2016
Q4 | $35.2M | Buy |
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|
2016
Q3 | $33.9M | Sell |
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|
2016
Q2 | $33.1M | Sell |
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|
2016
Q1 | $33M | Buy |
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|
2015
Q4 | $32.6M | Sell |
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|
2015
Q3 | $31.2M | Buy |
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|
2015
Q2 | $32.9M | Sell |
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|
2015
Q1 | $33.5M | Sell |
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|
2014
Q4 | $33.3M | Buy |
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