TritonPoint Wealth’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
$389K Hold
2025
Q2
$368K Hold
2025
Q1
$359K Hold
2024
Q4
$360K Hold
2024
Q3
$370K Hold
2024
Q2
$343K Sell
2024
Q1
$408K Sell
2023
Q4
$464K Buy