RWP
Ridgecrest 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 | $298K | Hold |
3,150
| – | – | 0.16% | 79 |
|
|
2025
Q1 | $291K | Sell |
3,150
-550
| -15% | -$50.8K | 0.15% | 85 |
|
|
2024
Q4 | $343K | Hold |
3,700
| – | – | 0.19% | 72 |
|
|
2024
Q3 | $353K | Hold |
3,700
| – | – | 0.18% | 78 |
|
|
2024
Q2 | $326K | Hold |
3,700
| – | – | 0.2% | 76 |
|
|
2024
Q1 | $335K | Hold |
3,700
| – | – | 0.2% | 76 |
|
|
2023
Q4 | $312K | Hold |
3,700
| – | – | 0.21% | 74 |
|
|
2023
Q3 | $276K | Hold |
3,700
| – | – | 0.19% | 78 |
|
|
2023
Q2 | $290K | Hold |
3,700
| – | – | 0.19% | 77 |
|
|
2023
Q1 | $273K | Hold |
3,700
| – | – | 0.19% | 80 |
|
|
2022
Q4 | $261K | Hold |
3,700
| – | – | 0.2% | 77 |
|
|
2022
Q3 | $232K | Hold |
3,700
| – | – | 0.19% | 82 |
|
|
2022
Q2 | $247K | Hold |
3,700
| – | – | 0.18% | 87 |
|
|
2022
Q1 | $281K | Hold |
3,700
| – | – | 0.18% | 90 |
|
|
2021
Q4 | $282K | Hold |
3,700
| – | – | 0.14% | 105 |
|
|
2021
Q3 | $262K | Hold |
3,700
| – | – | 0.14% | 100 |
|
|
2021
Q2 | $266K | Hold |
3,700
| – | – | 0.17% | 94 |
|
|
2021
Q1 | $255K | Buy |
+3,700
| New | +$255K | 0.24% | 73 |
|