BWAM
Boyd Watterson Asset 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 | $85.2K | Hold |
900
| – | – | 0.03% | 153 |
|
|
2025
Q1 | $83.1K | Hold |
900
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $83.3K | Hold |
900
| – | – | 0.02% | 160 |
|
|
2024
Q3 | $85.9K | Hold |
900
| – | – | 0.02% | 157 |
|
|
2024
Q2 | $79.3K | Hold |
900
| – | – | 0.02% | 159 |
|
|
2024
Q1 | $81.4K | Hold |
900
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $75.9K | Hold |
900
| – | – | 0.03% | 157 |
|
|
2023
Q3 | $67.2K | Hold |
900
| – | – | 0.03% | 164 |
|
|
2023
Q2 | $70.4K | Hold |
900
| – | – | 0.03% | 166 |
|
|
2023
Q1 | $66.4K | Hold |
900
| – | – | 0.03% | 178 |
|
|
2022
Q4 | $63.6K | Buy |
+900
| New | +$63.6K | 0.03% | 181 |
|