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

Modern Wealth Management’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	$11.1M	Buy
2025 Q1	$9.18M	Buy
2024 Q4	$9.1M	Buy
2024 Q3	$2.24M	Buy
2024 Q2	$1.97M	Buy
2024 Q1	$1.91M	Buy
2023 Q4	$1.11M	Buy