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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.64M Buy
50,069
+686
+1% +$63.5K 3.18% 5
2025
Q1
$4.56M Sell
49,383
-686
-1% -$63.3K 3.1% 5
2024
Q4
$4.64M Buy
+50,069
New +$4.64M 3.45% 4