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

Empirical Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$542K Buy
5,723
+713
+14% +$67.5K 0.01% 407
2025
Q1 		$462K Hold
5,010
– – 0.01% 415
2024
Q4 		$464K Hold
5,010
– – 0.01% 396
2024
Q3 		$478K Hold
5,010
– – 0.01% 374
2024
Q2 		$442K Buy
+5,010
New +$442K 0.01% 384