DWA
Dougherty Wealth Advisers’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 | $32K | Hold |
338
| – | – | 0.02% | 94 |
|
|
2025
Q1 | $31.2K | Sell |
338
-15
| -4% | -$1.38K | 0.02% | 94 |
|
|
2024
Q4 | $32.7K | Sell |
353
-17
| -5% | -$1.57K | 0.03% | 93 |
|
|
2024
Q3 | $35.3K | Sell |
370
-71
| -16% | -$6.78K | 0.03% | 89 |
|
|
2024
Q2 | $38.9K | Sell |
441
-57
| -11% | -$5.02K | 0.03% | 84 |
|
|
2024
Q1 | $45K | Hold |
498
| – | – | 0.04% | 81 |
|
|
2023
Q4 | $42K | Hold |
498
| – | – | 0.04% | 88 |
|
|
2023
Q3 | $37.2K | Hold |
498
| – | – | 0.04% | 89 |
|
|
2023
Q2 | $39K | Hold |
498
| – | – | 0.05% | 90 |
|
|
2023
Q1 | $36.7K | Hold |
498
| – | – | 0.06% | 92 |
|
|
2022
Q4 | $35.2K | Hold |
498
| – | – | 0.06% | 97 |
|
|
2022
Q3 | $31K | Buy |
+498
| New | +$31K | 0.06% | 96 |
|