Venturi Wealth Management’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 | $39.2M | Sell |
|
|||||
|
2025
Q1 | $112M | Buy |
|
|||||
|
2024
Q4 | $64.4M | Sell |
|
|||||
|
2024
Q3 | $98.9M | Buy |
|
|||||
|
2024
Q2 | $58M | Buy |
|
|||||
|
2024
Q1 | $57.2M | Sell |
|
|||||
|
2023
Q4 | $53.8M | Sell |
|
|||||
|
2023
Q3 | $61.7M | Buy |
|
|||||
|
2023
Q2 | $42.2M | Sell |
|
|||||
|
2023
Q1 | $47.7M | Sell |
|
|||||
|
2022
Q4 | $84.7M | Buy |
|