Verum Partners’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 | $202K | Sell |
2,134
-216
| -9% | -$20.4K | 0.05% | 160 |
|
|
2025
Q1 | $217K | Sell |
2,350
-605
| -20% | -$55.8K | 0.06% | 146 |
|
|
2024
Q4 | $274K | Hold |
2,955
| – | – | 0.08% | 131 |
|
|
2024
Q3 | $282K | Hold |
2,955
| – | – | 0.08% | 128 |
|
|
2024
Q2 | $260K | Hold |
2,955
| – | – | 0.08% | 130 |
|
|
2024
Q1 | $267K | Sell |
2,955
-1,342
| -31% | -$121K | 0.09% | 126 |
|
|
2023
Q4 | $362K | Hold |
4,297
| – | – | 0.14% | 95 |
|
|
2023
Q3 | $321K | Buy |
+4,297
| New | +$321K | 0.14% | 99 |
|