HWA
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HHM Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

HHM Wealth Advisors’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 		$80.1K Sell
846
-218
-20% -$20.6K 0.01% 306
2025
Q1 		$98.2K Buy
+1,064
New +$98.2K 0.01% 268