WIA
World Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
9,570
-706
| -7% | -$66.8K | 0.02% | 543 |
|
|
2025
Q1 | $948K | Sell |
10,276
-155
| -1% | -$14.3K | 0.02% | 524 |
|
|
2024
Q4 | $966K | Sell |
10,431
-71
| -0.7% | -$6.57K | 0.03% | 477 |
|
|
2024
Q3 | $1M | Buy |
10,502
+6,757
| +180% | +$645K | 0.03% | 424 |
|
|
2024
Q2 | $330K | Hold |
3,745
| – | – | 0.02% | 478 |
|
|
2024
Q1 | $339K | Buy |
3,745
+1,100
| +42% | +$99.5K | 0.05% | 285 |
|
|
2023
Q4 | $223K | Buy |
+2,645
| New | +$223K | 0.03% | 349 |
|
|
2023
Q3 | – | Sell |
-2,645
| Closed | -$207K | – | 274 |
|
|
2023
Q2 | $207K | Buy |
+2,645
| New | +$207K | 0.04% | 242 |
|
|
2022
Q2 | – | Sell |
-2,645
| Closed | -$201K | – | 273 |
|
|
2022
Q1 | $201K | Buy |
+2,645
| New | +$201K | 0.04% | 259 |
|