MWA
MFA Wealth Advisors’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 | $13.1M | Sell |
138,340
-4,314
| -3% | -$408K | 3.07% | 8 |
|
|
2025
Q1 | $13.2M | Buy |
142,654
+4,155
| +3% | +$383K | 3.26% | 9 |
|
|
2024
Q4 | $12.8M | Buy |
138,499
+11,066
| +9% | +$1.02M | 3.28% | 10 |
|
|
2024
Q3 | $12.2M | Sell |
127,433
-9,524
| -7% | -$909K | 2.66% | 13 |
|
|
2024
Q2 | $12.1M | Sell |
136,957
-1,309
| -0.9% | -$115K | 2.64% | 13 |
|
|
2024
Q1 | $12.5M | Sell |
138,266
-554
| -0.4% | -$50.1K | 3.29% | 10 |
|
|
2023
Q4 | $11.7M | Buy |
138,820
+4,090
| +3% | +$345K | 3.29% | 10 |
|
|
2023
Q3 | $10.1M | Buy |
134,730
+737
| +0.6% | +$55K | 3.12% | 11 |
|
|
2023
Q2 | $10.5M | Buy |
133,993
+3,561
| +3% | +$279K | 3.3% | 10 |
|
|
2023
Q1 | $9.62M | Buy |
+130,432
| New | +$9.62M | 3.17% | 11 |
|