Tompkins 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
Q3 | $488K | Hold |
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|
2025
Q2 | $462K | Hold |
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|
2025
Q1 | $451K | Hold |
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|
2024
Q4 | $452K | Hold |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $430K | Hold |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $9.7K | Sell |
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|
2023
Q2 | $12.2K | Sell |
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|
2023
Q1 | $20.9K | Sell |
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|
2022
Q4 | $29K | Sell |
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|
2022
Q3 | $42K | Sell |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $60K | Hold |
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|
2021
Q3 | $56K | Buy |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $49K | Buy |
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