CWM

Collaborative 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
2022 Q3	–	Sell	-3,307	Closed	-$221K	–	176
2022 Q2	$221K	Buy	+3,307	New	+$221K	0.15%	166
2021 Q4	$458K	Buy	+6,002	New	+$458K	0.25%	120
2021 Q1	$410K	Buy	+5,408	New	+$410K	0.24%	127