ZWJ Investment Counsel’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 | $2.54M | Buy |
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|
2025
Q2 | $2.39M | Buy |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $2.29M | Sell |
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|
2024
Q3 | $2.41M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $340K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $383K | Buy |
|