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

Kingswood Wealth Advisors’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	$694K	Sell
2025 Q2	$670K	Buy
2025 Q1	$469K	Sell
2024 Q4	$837K	Buy