MWM
Modern 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 | $11.1M | Buy |
117,290
+17,795
| +18% | +$1.68M | 0.28% | 92 |
|
|
2025
Q1 | $9.18M | Buy |
99,495
+1,178
| +1% | +$109K | 0.29% | 79 |
|
|
2024
Q4 | $9.1M | Buy |
98,317
+74,814
| +318% | +$6.93M | 0.34% | 71 |
|
|
2024
Q3 | $2.24M | Buy |
23,503
+1,140
| +5% | +$109K | 0.14% | 102 |
|
|
2024
Q2 | $1.97M | Buy |
22,363
+1,245
| +6% | +$110K | 0.15% | 89 |
|
|
2024
Q1 | $1.91M | Buy |
21,118
+7,932
| +60% | +$717K | 0.18% | 75 |
|
|
2023
Q4 | $1.11M | Buy |
+13,186
| New | +$1.11M | 0.14% | 56 |
|