WealthShield 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 | $166K | Hold |
1,750
| – | – | 0.02% | 341 |
|
|
2025
Q1 | $162K | Hold |
1,750
| – | – | 0.02% | 334 |
|
|
2024
Q4 | $162K | Hold |
1,750
| – | – | 0.02% | 302 |
|
|
2024
Q3 | $167K | Hold |
1,750
| – | – | 0.02% | 310 |
|
|
2024
Q2 | $154K | Hold |
1,750
| – | – | 0.02% | 295 |
|
|
2024
Q1 | $158K | Hold |
1,750
| – | – | 0.03% | 286 |
|
|
2023
Q4 | $148K | Hold |
1,750
| – | – | 0.02% | 292 |
|
|
2023
Q3 | $131K | Hold |
1,750
| – | – | 0.02% | 318 |
|
|
2023
Q2 | $137K | Sell |
1,750
-40
| -2% | -$3.13K | 0.02% | 311 |
|
|
2023
Q1 | $132K | Buy |
+1,790
| New | +$132K | 0.02% | 310 |
|
|
2021
Q3 | – | Sell |
-27,381
| Closed | -$1.97M | – | 483 |
|
|
2021
Q2 | $1.97M | Buy |
27,381
+16,243
| +146% | +$1.17M | 0.31% | 63 |
|
|
2021
Q1 | $767K | Buy |
11,138
+11
| +0.1% | +$757 | 0.14% | 117 |
|
|
2020
Q4 | $692K | Buy |
11,127
+8,195
| +280% | +$510K | 0.13% | 131 |
|
|
2020
Q3 | $159K | Buy |
2,932
+236
| +9% | +$12.8K | 0.06% | 254 |
|
|
2020
Q2 | $141K | Buy |
+2,696
| New | +$141K | 0.06% | 212 |
|