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

Collaborative Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$221K	Buy
2022 Q3	–	Sell
2022 Q2	$221K	Buy
2021 Q4	$458K	Buy
2021 Q1	$410K	Buy