BWM
Boyd 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 | $1.55M | Buy |
16,343
+5,408
| +49% | +$512K | 0.67% | 23 |
|
|
2025
Q1 | $1.01M | Buy |
10,935
+243
| +2% | +$22.4K | 0.5% | 22 |
|
|
2024
Q4 | $990K | Buy |
10,692
+608
| +6% | +$56.3K | 0.49% | 24 |
|
|
2024
Q3 | $963K | Buy |
10,084
+1,206
| +14% | +$115K | 0.49% | 25 |
|
|
2024
Q2 | $782K | Buy |
8,878
+815
| +10% | +$71.8K | 0.43% | 26 |
|
|
2024
Q1 | $729K | Sell |
8,063
-340
| -4% | -$30.7K | 0.42% | 27 |
|
|
2023
Q4 | $709K | Buy |
8,403
+1,353
| +19% | +$114K | 0.44% | 27 |
|
|
2023
Q3 | $526K | Sell |
7,050
-1,670
| -19% | -$125K | 0.35% | 31 |
|
|
2023
Q2 | $682K | Sell |
8,720
-855
| -9% | -$66.9K | 0.41% | 27 |
|
|
2023
Q1 | $706K | Buy |
9,575
+1,732
| +22% | +$128K | 0.49% | 26 |
|
|
2022
Q4 | $554K | Buy |
7,843
+2,612
| +50% | +$184K | 0.41% | 30 |
|
|
2022
Q3 | $327K | Sell |
5,231
-395
| -7% | -$24.7K | 0.26% | 36 |
|
|
2022
Q2 | $376K | Buy |
+5,626
| New | +$376K | 0.31% | 35 |
|