SWM
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Scissortail Wealth Management’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
2024
Q4
Sell
-15
Closed -$209K 127
2024
Q3
$209K Sell
15
-2,479
-99% -$34.6M 0.05% 121
2024
Q2
$220K Sell
2,494
-95,338
-97% -$8.4M 0.06% 112
2024
Q1
$8.85M Buy
+97,832
New +$8.85M 2.34% 11