TriaGen Wealth Management’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 | $1.64M | Sell |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.66M | Hold |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.36M | Hold |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.49M | Hold |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.44M | Buy |
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