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

Potentia Wealth’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.15M Hold
12,173
– – 0.66% 18
2025
Q1 		$1.12M Hold
12,173
– – 0.53% 29
2024
Q4 		$1.13M Buy
+12,173
New +$1.13M 0.5% 32