Alteri Wealth’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
$244K Buy
2,575
+1
+0% +$95 0.09% 233
2025
Q1
$238K Sell
2,574
-989
-28% -$91.3K 0.1% 220
2024
Q4
$330K Buy
+3,563
New +$330K 0.09% 170