Whittier Trust’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 | $754K | Hold |
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|
2025
Q2 | $710K | Hold |
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|
2025
Q1 | $692K | Hold |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $703K | Hold |
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|
2024
Q2 | $649K | Hold |
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|
2024
Q1 | $666K | Hold |
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|
2023
Q4 | $621K | Hold |
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|
2023
Q3 | $550K | Hold |
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|
2023
Q2 | $576K | Hold |
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|
2023
Q1 | $543K | Hold |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $461K | Hold |
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|
2022
Q2 | $493K | Hold |
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|
2022
Q1 | $559K | Hold |
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|
2021
Q4 | $562K | Hold |
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|
2021
Q3 | $522K | Hold |
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|
2021
Q2 | $530K | Hold |
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|
2021
Q1 | $507K | Hold |
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|
2020
Q4 | $458K | Hold |
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|
2020
Q3 | $400K | Hold |
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|
2020
Q2 | $385K | Hold |
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|
2020
Q1 | $340K | Hold |
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|
2019
Q4 | $464K | Hold |
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|
2019
Q3 | $426K | Sell |
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|
2019
Q2 | $607K | Hold |
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|
2019
Q1 | $588K | Hold |
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|
2018
Q4 | $526K | Hold |
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|
2018
Q3 | $604K | Hold |
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|
2018
Q2 | $575K | Hold |
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|
2018
Q1 | $569K | Hold |
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|
2017
Q4 | $594K | Hold |
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|
2017
Q3 | $561K | Hold |
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|
2017
Q2 | $546K | Hold |
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|
2017
Q1 | $541K | Hold |
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|
2016
Q4 | $526K | Hold |
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|
2016
Q3 | $494K | Hold |
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|
2016
Q2 | $480K | Hold |
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|
2016
Q1 | $460K | Sell |
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|
2015
Q4 | $652K | Sell |
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|
2015
Q3 | $664K | Hold |
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|
2015
Q2 | $736K | Sell |
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|
2015
Q1 | $872K | Hold |
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|
2014
Q4 | $882K | Hold |
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|
2014
Q3 | $842K | Hold |
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|
2014
Q2 | $856K | Buy |
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|
2014
Q1 | $766K | Hold |
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|
2013
Q4 | $748K | Buy |
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|
2013
Q3 | $551K | Hold |
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|
2013
Q2 | $533K | Buy |
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