Axxcess 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 | $1.83M | Buy |
19,372
+16,399
| +552% | +$1.55M | 0.04% | 303 |
|
|
2025
Q1 | $274K | Buy |
2,973
+187
| +7% | +$17.3K | 0.01% | 711 |
|
|
2024
Q4 | $258K | Buy |
2,786
+176
| +7% | +$16.3K | 0.01% | 714 |
|
|
2024
Q3 | $249K | Buy |
+2,610
| New | +$249K | 0.01% | 756 |
|
|
2024
Q1 | – | Sell |
-14,931
| Closed | -$1.26M | – | 895 |
|
|
2023
Q4 | $1.26M | Buy |
14,931
+1,620
| +12% | +$137K | 0.04% | 315 |
|
|
2023
Q3 | $993K | Buy |
13,311
+8,401
| +171% | +$627K | 0.03% | 320 |
|
|
2023
Q2 | $384K | Sell |
4,910
-686
| -12% | -$53.7K | 0.03% | 400 |
|
|
2023
Q1 | $413K | Buy |
+5,596
| New | +$413K | 0.03% | 407 |
|