Atlantic Edge Private Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$997K	Buy
2024 Q4	$823K	Sell
2024 Q3	$1.08M	Buy
2024 Q2	$686K	Sell
2024 Q1	$878K	Buy
2023 Q4	$798K	Buy