Wealthquest’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 | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $975K | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.98M | Hold |
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|
2021
Q4 | $1.98M | Hold |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $1.97M | Sell |
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|
2020
Q4 | $1.97M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.72M | Buy |
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|
2019
Q4 | $2.44M | Sell |
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|
2019
Q3 | $2.37M | Sell |
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|
2019
Q2 | $2.41M | Sell |
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|
2019
Q1 | $2.43M | Sell |
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|
2018
Q4 | $2.24M | Buy |
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