WJ Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Sell |
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|
2025
Q1 | $3.24M | Sell |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $4.88M | Sell |
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|
2024
Q1 | $5.05M | Sell |
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|
2023
Q4 | $4.88M | Buy |
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|
2023
Q3 | $4.2M | Sell |
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|
2023
Q2 | $13M | Buy |
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|
2023
Q1 | $11.2M | Sell |
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|
2022
Q4 | $13.9M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $9.75M | Sell |
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|
2022
Q1 | $13.5M | Buy |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $7.27M | Buy |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $215K | Buy |
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