KWM
Kingsview Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
5,804
-71
| -1% | -$6.72K | 0.01% | 741 |
|
|
2025
Q1 | $542K | Buy |
5,875
+845
| +17% | +$78K | 0.01% | 701 |
|
|
2024
Q4 | $466K | Buy |
5,030
+1,131
| +29% | +$105K | 0.01% | 767 |
|
|
2024
Q3 | $372K | Buy |
3,899
+549
| +16% | +$52.4K | 0.01% | 803 |
|
|
2024
Q2 | $295K | Buy |
3,350
+129
| +4% | +$11.4K | 0.01% | 841 |
|
|
2024
Q1 | $291K | Sell |
3,221
-354
| -10% | -$32K | 0.01% | 824 |
|
|
2023
Q4 | $302K | Sell |
3,575
-182
| -5% | -$15.3K | 0.01% | 767 |
|
|
2023
Q3 | $280K | Buy |
+3,757
| New | +$280K | 0.01% | 774 |
|
|
2023
Q1 | – | Sell |
-2,979
| Closed | -$210K | – | 919 |
|
|
2022
Q4 | $210K | Buy |
+2,979
| New | +$210K | 0.01% | 775 |
|