Wealthspan 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 | $353K | Sell |
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2025
Q1 | $391K | Sell |
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|
2024
Q4 | $413K | Sell |
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2024
Q3 | $446K | Sell |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $615K | Sell |
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|
2023
Q2 | $948K | Sell |
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|
2023
Q1 | $976K | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $979K | Buy |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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