Trilogy Capital’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
Q4 | $231K | Sell |
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|
2025
Q3 | $228K | Sell |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $434K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Buy |
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