PPWP
Premier Path Wealth Partners’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 | $411K | Hold |
4,341
| – | – | 0.06% | 278 |
|
|
2025
Q1 | $401K | Hold |
4,341
| – | – | 0.06% | 261 |
|
|
2024
Q4 | $402K | Hold |
4,341
| – | – | 0.06% | 257 |
|
|
2024
Q3 | $415K | Sell |
4,341
-382
| -8% | -$36.5K | 0.07% | 255 |
|
|
2024
Q2 | $416K | Sell |
4,723
-1,743
| -27% | -$154K | 0.07% | 252 |
|
|
2024
Q1 | $585K | Sell |
6,466
-1,727
| -21% | -$156K | 0.11% | 186 |
|
|
2023
Q4 | $563K | Buy |
+8,193
| New | +$563K | 0.12% | 176 |
|