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

Centricity Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.45M Buy
25,892
+494
+2% +$46.7K 1.96% 15
2025
Q1 		$2.34M Buy
25,398
+337
+1% +$31.1K 2.13% 15
2024
Q4 		$2.32M Buy
+25,061
New +$2.32M 2.17% 14