Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.1M | Sell |
390,733
-60,690
| -13% | -$6.36M | 0.09% | 230 |
|
|
2025
Q4 | $47.3M | Sell |
451,423
-6,578
| -1% | -$667K | 0.06% | 269 |
|
|
2025
Q3 | $46.1M | Sell |
458,001
-2,241
| -0.5% | -$218K | 0.07% | 246 |
|
|
2025
Q2 | $44.3M | Buy |
460,242
+3,064
| +0.7% | +$277K | 0.07% | 244 |
|
|
2025
Q1 | $42.2M | Sell |
457,178
-16,850
| -4% | -$1.58M | 0.08% | 238 |
|
|
2024
Q4 | $43.9M | Sell |
474,028
-1,798
| -0.4% | -$173K | 0.08% | 222 |
|
|
2024
Q3 | $45.4M | Buy |
475,826
+3,007
| +0.6% | +$276K | 0.1% | 206 |
|
|
2024
Q2 | $41.7M | Sell |
472,819
-18,557
| -4% | -$1.64M | 0.1% | 205 |
|
|
2024
Q1 | $44.4M | Sell |
491,376
-653,869
| -57% | -$56.3M | 0.11% | 179 |
|
|
2023
Q4 | $96.6M | Buy |
1,145,245
+65,018
| +6% | +$5.06M | 0.28% | 73 |
|
|
2023
Q3 | $80.6M | Buy |
1,080,227
+322,496
| +43% | +$25.3M | 0.27% | 82 |
|
|
2023
Q2 | $59.3M | Sell |
757,731
-42,499
| -5% | -$3.17M | 0.64% | 26 |
|
|
2023
Q1 | $59M | Buy |
800,230
+42,453
| +6% | +$3.13M | 0.69% | 27 |
|
|
2022
Q4 | $56.5M | Buy |
757,777
+62,075
| +9% | +$4.32M | 0.73% | 27 |
|
|
2022
Q3 | $44.5M | Buy |
695,702
+120,665
| +21% | +$8.33M | 0.64% | 35 |
|
|
2022
Q2 | $38.9M | Buy |
575,037
+81,811
| +17% | +$5.88M | 0.54% | 36 |
|
|
2022
Q1 | $37.5M | Buy |
493,226
+66,209
| +16% | +$4.96M | 0.51% | 39 |
|
|
2021
Q4 | $32M | Buy |
427,017
+71,793
| +20% | +$5.32M | 0.46% | 43 |
|
|
2021
Q3 | $26.6M | Buy |
355,224
+48,422
| +16% | +$3.52M | 0.39% | 45 |
|
|
2021
Q2 | $22.1M | Buy |
306,802
+38,925
| +15% | +$2.8M | 0.36% | 47 |
|
|
2021
Q1 | $18.7M | Buy |
267,877
+47,791
| +22% | +$3.14M | 0.34% | 47 |
|
|
2020
Q4 | $14M | Buy |
220,086
+32,689
| +17% | +$1.92M | 0.32% | 39 |
|
|
2020
Q3 | $10.7M | Buy |
187,397
+1,911
| +1% | +$104K | 0.28% | 42 |
|
|
2020
Q2 | $10.2M | Sell |
185,486
-73,689
| -28% | -$3.76M | 0.29% | 41 |
|
|
2020
Q1 | $13.3M | Buy |
259,175
+67,600
| +35% | +$3.89M | 0.47% | 38 |
|
|
2019
Q4 | $12.1M | Buy |
191,575
+35,184
| +22% | +$2.12M | 0.43% | 39 |
|
|
2019
Q3 | $9.02M | Buy |
156,391
+38,345
| +32% | +$2.18M | 0.36% | 40 |
|
|
2019
Q2 | $6.86M | Buy |
118,046
+32,409
| +38% | +$1.81M | 0.3% | 40 |
|
|
2019
Q1 | $4.88M | Buy |
85,637
+70,705
| +474% | +$3.78M | 0.28% | 38 |
|
|
2018
Q4 | $786K | Buy |
14,932
+5,989
| +67% | +$318K | 0.05% | 141 |
|
|
2018
Q3 | $469K | Buy |
8,943
+1,523
| +21% | +$85.1K | 0.03% | 145 |
|
|
2018
Q2 | $407K | Buy |
+7,420
| New | +$400K | 0.03% | 142 |
|
Other funds holding IUSV
S
BTI
KIM
AL
MFG