Ullmann Wealth Partners Group’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 | $222K | Buy |
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|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $533K | Buy |
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|
2021
Q4 | $536K | Buy |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $436K | Buy |
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|
2020
Q3 | $381K | Buy |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | $323K | Buy |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $404K | Buy |
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|
2019
Q2 | $396K | Sell |
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|
2019
Q1 | $399K | Sell |
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|
2018
Q4 | $532K | Hold |
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|
2018
Q3 | $610K | Sell |
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|
2018
Q2 | $674K | Sell |
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|
2018
Q1 | $713K | Hold |
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|
2017
Q4 | $760K | Sell |
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|
2017
Q3 | $780K | Buy |
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|
2017
Q2 | $699K | Buy |
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|
2017
Q1 | $665K | Sell |
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|
2016
Q4 | $660K | Buy |
|