SWP
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Sagespring Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sagespring Wealth Partners’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$333K Hold
3,523
– – 0.01% 544
2025
Q1 		$325K Hold
3,523
– – 0.01% 489
2024
Q4 		$326K Buy
+3,523
New +$326K 0.01% 456