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

Marshall & Sterling 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
Q2 		$26.9K Hold
2025
Q1 		$26.2K Buy