MSWM
McGlone Suttner 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 | $58.1M | Buy |
613,488
+19,390
| +3% | +$1.83M | 8.77% | 2 |
|
|
2025
Q1 | $54.8M | Buy |
594,098
+13,675
| +2% | +$1.26M | 9% | 2 |
|
|
2024
Q4 | $53.7M | Buy |
580,423
+137,695
| +31% | +$12.7M | 8.97% | 2 |
|
|
2024
Q3 | $42.3M | Sell |
442,728
-97,408
| -18% | -$9.3M | 8.79% | 2 |
|
|
2024
Q2 | $45.5M | Sell |
540,136
-3,490
| -0.6% | -$294K | 9.36% | 2 |
|
|
2024
Q1 | $49.2M | Buy |
543,626
+3,490
| +0.6% | +$316K | 9.22% | 2 |
|
|
2023
Q4 | $45.5M | Buy |
540,136
+6,285
| +1% | +$530K | 9% | 2 |
|
|
2023
Q3 | $39.8M | Buy |
533,851
+25,787
| +5% | +$1.92M | 9.23% | 2 |
|
|
2023
Q2 | $39.8M | Buy |
508,064
+39,753
| +8% | +$3.11M | 9.08% | 2 |
|
|
2023
Q1 | $34.6M | Buy |
468,311
+97,299
| +26% | +$7.18M | 8.88% | 2 |
|
|
2022
Q4 | $26.2M | Buy |
+371,012
| New | +$26.2M | 8.31% | 2 |
|