Elevation Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$38.4K Hold
2025
Q2
$36.3K Sell
2025
Q1
$78.5K Hold
2024
Q4
$78.8K Buy