NWWA
New Wave 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 | $2.53M | Buy |
26,689
+766
| +3% | +$72.5K | 1.07% | 27 |
|
|
2025
Q1 | $2.39M | Sell |
25,923
-2,367
| -8% | -$218K | 1.07% | 28 |
|
|
2024
Q4 | $2.62M | Buy |
28,290
+1,175
| +4% | +$109K | 1.07% | 23 |
|
|
2024
Q3 | $2.59M | Buy |
27,115
+234
| +0.9% | +$22.3K | 1.19% | 24 |
|
|
2024
Q2 | $2.37M | Buy |
+26,881
| New | +$2.37M | 1.27% | 22 |
|