Windham Capital 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 | – | Sell |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $352K | Hold |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $341K | Hold |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $310K | Hold |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $235K | Hold |
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|
2020
Q1 | $208K | Hold |
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|
2019
Q4 | $284K | Hold |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $247K | Buy |
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