Vantage Financial Partners (Wisconsin)’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 | $2.26M | Sell |
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|
2025
Q1 | $3.77M | Sell |
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|
2024
Q4 | $3.81M | Buy |
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|
2024
Q3 | $3.85M | Sell |
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|
2024
Q2 | $5.35M | Buy |
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|
2024
Q1 | $5.4M | Buy |
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|
2023
Q4 | $4.89M | Buy |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.49M | Buy |
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|
2023
Q1 | $4.18M | Buy |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.84M | Sell |
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|
2022
Q2 | $7.88M | Sell |
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|
2022
Q1 | $9.65M | Sell |
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|
2021
Q4 | $19.5M | Buy |
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