FAM
Forte Asset 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 | $500K | Hold |
5,288
| – | – | 0.26% | 54 |
|
2025
Q1 | $488K | Hold |
5,288
| – | – | 0.25% | 55 |
|
2024
Q4 | $490K | Hold |
5,288
| – | – | 0.26% | 51 |
|
2024
Q3 | $505K | Hold |
5,288
| – | – | 0.27% | 51 |
|
2024
Q2 | $466K | Hold |
5,288
| – | – | 0.27% | 48 |
|
2024
Q1 | $478K | Hold |
5,288
| – | – | 0.29% | 45 |
|
2023
Q4 | $446K | Hold |
5,288
| – | – | 0.3% | 46 |
|
2023
Q3 | $397K | Hold |
5,288
| – | – | 0.27% | 42 |
|
2023
Q2 | $414K | Hold |
5,288
| – | – | 0.27% | 48 |
|
2023
Q1 | $390K | Hold |
5,288
| – | – | 0.26% | 50 |
|
2022
Q4 | $373K | Hold |
5,288
| – | – | 0.24% | 53 |
|
2022
Q3 | $331K | Hold |
5,288
| – | – | 0.22% | 56 |
|
2022
Q2 | $354K | Buy |
+5,288
| New | +$354K | 0.24% | 56 |
|