Trust Company of Vermont’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 | $65.2K | Hold |
689
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $63.6K | Hold |
689
| – | – | ﹤0.01% | 487 |
|
|
2024
Q4 | $63.8K | Hold |
689
| – | – | ﹤0.01% | 498 |
|
|
2024
Q3 | $65.8K | Hold |
689
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $60.7K | Buy |
689
+75
| +12% | +$6.61K | ﹤0.01% | 464 |
|
|
2024
Q1 | $55.5K | Buy |
614
+368
| +150% | +$33.3K | ﹤0.01% | 472 |
|
|
2023
Q4 | $20.7K | Hold |
246
| – | – | ﹤0.01% | 541 |
|
|
2023
Q3 | $18.4K | Buy |
246
+105
| +74% | +$7.84K | ﹤0.01% | 584 |
|
|
2023
Q2 | $11K | Hold |
141
| – | – | ﹤0.01% | 661 |
|
|
2023
Q1 | $10.4K | Hold |
141
| – | – | ﹤0.01% | 704 |
|
|
2022
Q4 | $9.96K | Hold |
141
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $9K | Hold |
141
| – | – | ﹤0.01% | 732 |
|
|
2022
Q2 | $9K | Buy |
+141
| New | +$9K | ﹤0.01% | 701 |
|
|
2022
Q1 | – | Sell |
-141
| Closed | -$11K | – | 539 |
|
|
2021
Q4 | $11K | Buy |
+141
| New | +$11K | ﹤0.01% | 658 |
|
|
2021
Q3 | – | Sell |
-141
| Closed | -$10K | – | 518 |
|
|
2021
Q2 | $10K | Hold |
141
| – | – | ﹤0.01% | 640 |
|
|
2021
Q1 | $10K | Hold |
141
| – | – | ﹤0.01% | 630 |
|
|
2020
Q4 | $9K | Buy |
+141
| New | +$9K | ﹤0.01% | 641 |
|