KWM
IUSV icon

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

KFG Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,107
Closed -$262K – 158
2023
Q4 		$262K Buy
3,107
+194
+7% +$16.4K 0.12% 113
2023
Q3 		$217K Buy
+2,913
New +$217K 0.12% 121