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

Axxcess Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.44M	Sell
2025 Q2	$1.83M	Buy
2025 Q1	$274K	Buy
2024 Q4	$258K	Buy
2024 Q3	$249K	Buy
2024 Q1	–	Sell
2023 Q4	$1.26M	Buy
2023 Q3	$993K	Buy
2023 Q2	$384K	Sell
2023 Q1	$413K	Buy