New England Private Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+2,164
New +$208K 0.03% 157
2024
Q4
Sell
-2,187
Closed -$209K 150
2024
Q3
$209K Buy
+2,187
New +$209K 0.03% 140