Wealthspire Advisors (New York)’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 | $2.05M | Sell |
21,660
-448
| -2% | -$42.4K | 0.01% | 277 |
|
|
2025
Q1 | $2.04M | Buy |
22,108
+12,826
| +138% | +$1.18M | 0.01% | 274 |
|
|
2024
Q4 | $859K | Buy |
9,282
+154
| +2% | +$14.3K | 0.01% | 401 |
|
|
2024
Q3 | $872K | Buy |
9,128
+6,248
| +217% | +$597K | 0.01% | 393 |
|
|
2024
Q2 | $254K | Buy |
2,880
+607
| +27% | +$53.5K | ﹤0.01% | 575 |
|
|
2024
Q1 | $206K | Buy |
+2,273
| New | +$206K | ﹤0.01% | 600 |
|