MWM
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MinichMacGregor Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

MinichMacGregor Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-67
Closed -$4.75K – 349
2022
Q4 		$4.75K Buy
+67
New +$4.75K ﹤0.01% 489