Vanguard Personalized Indexing Management’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 | $273K | Sell |
2,886
-1,769
| -38% | -$167K | ﹤0.01% | 1487 |
|
|
2025
Q1 | $430K | Hold |
4,655
| – | – | 0.01% | 1182 |
|
|
2024
Q4 | $431K | Sell |
4,655
-20
| -0.4% | -$1.85K | 0.01% | 1186 |
|
|
2024
Q3 | $446K | Sell |
4,675
-1,363
| -23% | -$130K | 0.01% | 1151 |
|
|
2024
Q2 | $532K | Buy |
6,038
+546
| +10% | +$48.1K | 0.01% | 1007 |
|
|
2024
Q1 | $497K | Buy |
+5,492
| New | +$497K | 0.01% | 1029 |
|