Wealthcare Advisory Partners’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 | $285K | Buy |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $566K | Sell |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $443K | Sell |
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|
2020
Q3 | $444K | Sell |
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|
2020
Q2 | $560K | Buy |
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|
2020
Q1 | $446K | Buy |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $181K | Sell |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | $88K | Sell |
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|
2018
Q4 | $88K | Sell |
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|
2018
Q3 | $152K | Sell |
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|
2018
Q2 | $151K | Buy |
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|
2018
Q1 | $62K | Sell |
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|
2017
Q4 | $98K | Buy |
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|
2017
Q3 | $83K | Buy |
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