Townsend & Associates’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
$36.1M Sell
2025
Q2
$43.1M Sell
2025
Q1
$37.9M Buy
2024
Q4
$42.4M Sell
2024
Q3
$43.1M Sell
2024
Q2
$42.9M Sell
2024
Q1
$40.9M Buy
2023
Q4
$38.7M Buy
2023
Q3
$32.7M Buy
2023
Q2
$22.1M Buy
2023
Q1
$10.3M Buy
2022
Q4
$9.06M Buy
2019
Q3
Sell
2019
Q2
$2.81M Buy
2019
Q1
$1.77M Buy
2018
Q4
$1.49M Buy
2018
Q3
$1.55M Buy
2018
Q2
$995K Sell
2018
Q1
$1.23M Buy
2017
Q4
$1.17M Buy