LWM
LongView 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 | $284K | Buy |
3,004
+532
| +22% | +$50.3K | 0.09% | 174 |
|
|
2025
Q1 | $228K | Buy |
2,472
+78
| +3% | +$7.2K | 0.07% | 189 |
|
|
2024
Q4 | $222K | Hold |
2,394
| – | – | 0.07% | 191 |
|
|
2024
Q3 | $229K | Hold |
2,394
| – | – | 0.07% | 184 |
|
|
2024
Q2 | $211K | Hold |
2,394
| – | – | 0.08% | 173 |
|
|
2024
Q1 | $217K | Hold |
2,394
| – | – | 0.09% | 165 |
|
|
2023
Q4 | $202K | Buy |
+2,394
| New | +$202K | 0.09% | 167 |
|