AWM
Able Wealth Management’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 | $6M | Buy |
63,390
+1,649
| +3% | +$156K | 3.03% | 10 |
|
|
2025
Q1 | $5.7M | Buy |
61,741
+78
| +0.1% | +$7.2K | 3.36% | 8 |
|
|
2024
Q4 | $5.71M | Buy |
61,663
+2,697
| +5% | +$250K | 3.75% | 6 |
|
|
2024
Q3 | $5.63M | Buy |
58,966
+1,242
| +2% | +$119K | 4.27% | 5 |
|
|
2024
Q2 | $5.09M | Buy |
57,724
+866
| +2% | +$76.3K | 4.19% | 5 |
|
|
2024
Q1 | $5.14M | Buy |
56,858
+1,133
| +2% | +$102K | 4.49% | 5 |
|
|
2023
Q4 | $4.7M | Buy |
+55,725
| New | +$4.7M | 4.27% | 5 |
|