JPWM
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Jamison Private Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Jamison Private Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$597K Buy
2025
Q2 		$562K Buy