Wilbanks Smith & Thomas Asset Management’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
2024
Q1
$1.63M Buy
2023
Q4
$1.2M Buy
2018
Q4
Sell
2018
Q3
$148K Buy