Trek 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
Q2 | $7.16M | Sell |
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|
2025
Q1 | $23.6M | Buy |
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|
2024
Q4 | $17.7M | Sell |
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|
2024
Q3 | $29.2M | Buy |
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|
2024
Q2 | $18.5M | Sell |
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|
2024
Q1 | $22.2M | Buy |
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|
2023
Q4 | $18.7M | Sell |
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|
2023
Q3 | $24.3M | Buy |
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|
2023
Q2 | $16M | Sell |
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|
2023
Q1 | $21.6M | Sell |
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|
2022
Q4 | $50M | Buy |
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