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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$286K Sell
2025
Q2
$333K Hold
2025
Q1
$325K Hold
2024
Q4
$326K Buy