Valmark Advisers’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 | $6.52M | Buy |
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|
2025
Q1 | $5.46M | Buy |
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|
2024
Q4 | $4.84M | Buy |
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|
2024
Q3 | $4.46M | Sell |
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|
2024
Q2 | $4.36M | Buy |
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|
2024
Q1 | $2.56M | Buy |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $608K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $247K | Buy |
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