Zuckerman Investment Group’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
Q3
$7.75M Buy
2025
Q2
$7.18M Buy
2025
Q1
$5.71M Buy
2024
Q4
$5.68M Buy
2024
Q3
$5.2M Sell
2024
Q2
$4.85M Buy
2024
Q1
$3.92M Buy
2023
Q4
$3.4M Buy
2023
Q3
$2.72M Buy
2023
Q2
$2.46M Buy
2023
Q1
$2.25M Sell
2022
Q4
$2.23M Buy
2022
Q3
$1.94M Buy
2022
Q2
$1.88M Buy
2022
Q1
$2.08M Buy
2021
Q4
$1.77M Buy
2021
Q3
$1.55M Buy
2021
Q2
$1.57M Buy
2021
Q1
$1.2M Buy
2020
Q4
$650K Buy
2020
Q3
$358K Buy
2020
Q2
$299K Buy