TRUE Private Wealth Advisors’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 | $413K | Sell |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $372K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $757K | Sell |
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|
2021
Q3 | $720K | Sell |
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|
2021
Q2 | $732K | Sell |
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|
2021
Q1 | $1.82M | Sell |
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|
2020
Q4 | $4.13M | Sell |
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|
2020
Q3 | $11.1M | Sell |
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|
2020
Q2 | $11.7M | Sell |
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|
2020
Q1 | $10.4M | Buy |
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|
2019
Q4 | $12M | Buy |
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|
2019
Q3 | $9.75M | Buy |
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|
2019
Q2 | $9.49M | Buy |
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|
2019
Q1 | $7.57M | Buy |
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|
2018
Q4 | $6.63M | Sell |
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|
2018
Q3 | $10.8M | Buy |
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|
2018
Q2 | $8.54M | Buy |
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|
2018
Q1 | $7.91M | Sell |
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|
2017
Q4 | $8.36M | Buy |
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|
2017
Q3 | $6.45M | Buy |
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|
2017
Q2 | $5.74M | Sell |
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|
2017
Q1 | $5.68M | Buy |
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|
2016
Q4 | $5.32M | Buy |
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|
2016
Q3 | $4.64M | Buy |
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|
2016
Q2 | $4.05M | Buy |
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|
2016
Q1 | $2.58M | Buy |
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|
2015
Q4 | $2.17M | Buy |
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