WealthShield 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
Q3 | $175K | Hold |
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|
2025
Q2 | $166K | Hold |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $162K | Hold |
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|
2024
Q3 | $167K | Hold |
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|
2024
Q2 | $154K | Hold |
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|
2024
Q1 | $158K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $137K | Sell |
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|
2023
Q1 | $132K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $767K | Buy |
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|
2020
Q4 | $692K | Buy |
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|
2020
Q3 | $159K | Buy |
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|
2020
Q2 | $141K | Buy |
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