Institute for Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Institute for Wealth Management’s Portfolio SUSL Stock Details SUSL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$250K	Hold
2025 Q4	$267K	Hold
2025 Q3	$257K	Hold
2025 Q2	$238K	Hold
2025 Q1	$211K	Hold
2024 Q4	$227K	Hold
2024 Q3	$223K	Hold
2024 Q2	$214K	Hold
2024 Q1	$206K	Buy