FDW
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Fourth Dimension Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Fourth Dimension Wealth’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$201K Sell
2,129
-865
-29% -$81.8K 0.09% 127
2025
Q1 		$276K Sell
2,994
-54
-2% -$4.98K 0.13% 93
2024
Q4 		$282K Buy
+3,048
New +$282K 0.15% 85