Zuckerman Investment Group’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Buy |
75,825
+13,999
| +23% | +$1.32M | 0.7% | 44 |
|
|
2025
Q1 | $5.71M | Buy |
61,826
+1,896
| +3% | +$175K | 0.61% | 48 |
|
|
2024
Q4 | $5.68M | Buy |
59,930
+5,476
| +10% | +$519K | 0.55% | 48 |
|
|
2024
Q3 | $5.2M | Sell |
54,454
-569
| -1% | -$54.3K | 0.53% | 47 |
|
|
2024
Q2 | $4.85M | Buy |
55,023
+11,685
| +27% | +$1.03M | 0.56% | 45 |
|
|
2024
Q1 | $3.92M | Buy |
43,338
+3,016
| +7% | +$273K | 0.44% | 47 |
|
|
2023
Q4 | $3.4M | Buy |
40,322
+3,864
| +11% | +$326K | 0.44% | 49 |
|
|
2023
Q3 | $2.72M | Buy |
36,458
+4,973
| +16% | +$371K | 0.39% | 49 |
|
|
2023
Q2 | $2.46M | Buy |
31,485
+953
| +3% | +$74.6K | 0.35% | 48 |
|
|
2023
Q1 | $2.25M | Sell |
30,532
-996
| -3% | -$73.5K | 0.34% | 49 |
|
|
2022
Q4 | $2.23M | Buy |
31,528
+613
| +2% | +$43.3K | 0.35% | 51 |
|
|
2022
Q3 | $1.94M | Buy |
30,915
+2,749
| +10% | +$172K | 0.36% | 48 |
|
|
2022
Q2 | $1.88M | Buy |
28,166
+820
| +3% | +$54.8K | 0.34% | 51 |
|
|
2022
Q1 | $2.08M | Buy |
27,346
+4,186
| +18% | +$318K | 0.33% | 51 |
|
|
2021
Q4 | $1.77M | Buy |
23,160
+1,319
| +6% | +$101K | 0.27% | 54 |
|
|
2021
Q3 | $1.55M | Buy |
21,841
+1
| +0% | +$71 | 0.26% | 56 |
|
|
2021
Q2 | $1.57M | Buy |
21,840
+4,372
| +25% | +$315K | 0.25% | 55 |
|
|
2021
Q1 | $1.2M | Buy |
17,468
+7,019
| +67% | +$484K | 0.2% | 56 |
|
|
2020
Q4 | $650K | Buy |
10,449
+3,848
| +58% | +$239K | 0.12% | 61 |
|
|
2020
Q3 | $358K | Buy |
6,601
+877
| +15% | +$47.6K | 0.08% | 61 |
|
|
2020
Q2 | $299K | Buy |
+5,724
| New | +$299K | 0.07% | 64 |
|