EWM
Evermay Wealth Management’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 | $1.11M | Sell |
11,691
-1,135
| -9% | -$107K | 0.14% | 75 |
|
|
2025
Q1 | $1.18M | Sell |
12,826
-150
| -1% | -$13.8K | 0.16% | 68 |
|
|
2024
Q4 | $1.2M | Sell |
12,976
-11
| -0.1% | -$1.02K | 0.18% | 69 |
|
|
2024
Q3 | $1.24M | Sell |
12,987
-425
| -3% | -$40.6K | 0.2% | 69 |
|
|
2024
Q2 | $1.18M | Sell |
13,412
-375
| -3% | -$33K | 0.19% | 68 |
|
|
2024
Q1 | $1.25M | Sell |
13,787
-8
| -0.1% | -$724 | 0.19% | 67 |
|
|
2023
Q4 | $1.16M | Buy |
13,795
+1,196
| +9% | +$101K | 0.21% | 51 |
|
|
2023
Q3 | $944K | Hold |
12,599
| – | – | 0.19% | 57 |
|
|
2023
Q2 | $986K | Buy |
12,599
+275
| +2% | +$21.5K | 0.19% | 56 |
|
|
2023
Q1 | $909K | Buy |
12,324
+3,047
| +33% | +$225K | 0.18% | 61 |
|
|
2022
Q4 | $655K | Buy |
9,277
+8,877
| +2,219% | +$627K | 0.13% | 77 |
|
|
2022
Q3 | $25K | Buy |
+400
| New | +$25K | 0.01% | 328 |
|