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