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

Elevation Wealth Partners’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$36.3K Sell
384
-467
-55% -$44.2K 0.01% 266
2025
Q1 		$78.5K Hold
851
– – 0.03% 191
2024
Q4 		$78.8K Buy
+851
New +$78.8K 0.03% 187