TritonPoint Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
3,887
| – | – | 0.03% | 257 |
|
|
2025
Q1 | $359K | Hold |
3,887
| – | – | 0.03% | 253 |
|
|
2024
Q4 | $360K | Hold |
3,887
| – | – | 0.03% | 244 |
|
|
2024
Q3 | $370K | Hold |
3,887
| – | – | 0.03% | 246 |
|
|
2024
Q2 | $343K | Sell |
3,887
-158
| -4% | -$13.9K | 0.03% | 243 |
|
|
2024
Q1 | $408K | Sell |
4,045
-1,456
| -26% | -$147K | 0.04% | 223 |
|
|
2023
Q4 | $464K | Buy |
+5,501
| New | +$464K | 0.05% | 220 |
|