Waverly Advisors’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 | $1.25M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $975K | Hold |
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|
2023
Q3 | $863K | Hold |
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|
2023
Q2 | $905K | Hold |
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|
2023
Q1 | $853K | Sell |
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|
2022
Q4 | $830K | Sell |
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|
2022
Q3 | $757K | Sell |
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|
2022
Q2 | $7.25M | Buy |
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