AC
AWM Capital’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 | $494K | Sell |
5,216
-91
| -2% | -$8.61K | 0.05% | 67 |
|
|
2025
Q1 | $490K | Sell |
5,307
-246
| -4% | -$22.7K | 0.06% | 67 |
|
|
2024
Q4 | $514K | Hold |
5,553
| – | – | 0.06% | 62 |
|
|
2024
Q3 | $530K | Hold |
5,553
| – | – | 0.06% | 61 |
|
|
2024
Q2 | $489K | Buy |
5,553
+348
| +7% | +$30.7K | 0.07% | 59 |
|
|
2024
Q1 | $471K | Hold |
5,205
| – | – | 0.08% | 60 |
|
|
2023
Q4 | $439K | Sell |
5,205
-274
| -5% | -$23.1K | 0.08% | 58 |
|
|
2023
Q3 | $409K | Buy |
+5,479
| New | +$409K | 0.08% | 60 |
|