SWM
SFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
4,318
-21
| -0.5% | -$1.99K | 0.25% | 54 |
|
|
2025
Q1 | $400K | Buy |
4,339
+2
| +0% | +$185 | 0.2% | 86 |
|
|
2024
Q4 | $402K | Buy |
4,337
+133
| +3% | +$12.3K | 0.21% | 65 |
|
|
2024
Q3 | $401K | Buy |
4,204
+3
| +0.1% | +$286 | 0.21% | 65 |
|
|
2024
Q2 | $370K | Sell |
4,201
-58
| -1% | -$5.11K | 0.21% | 69 |
|
|
2024
Q1 | $385K | Sell |
4,259
-268
| -6% | -$24.2K | 0.23% | 63 |
|
|
2023
Q4 | $382K | Buy |
4,527
+530
| +13% | +$44.7K | 0.25% | 58 |
|
|
2023
Q3 | $298K | Hold |
3,997
| – | – | 0.24% | 71 |
|
|
2023
Q2 | $313K | Buy |
3,997
+329
| +9% | +$25.7K | 0.26% | 69 |
|
|
2023
Q1 | $271K | Sell |
3,668
-132
| -3% | -$9.74K | 0.3% | 57 |
|
|
2022
Q4 | $268K | Buy |
3,800
+146
| +4% | +$10.3K | 0.33% | 56 |
|
|
2022
Q3 | $229K | Sell |
3,654
-741
| -17% | -$46.4K | 0.31% | 63 |
|
|
2022
Q2 | $294K | Buy |
4,395
+420
| +11% | +$28.1K | 0.34% | 56 |
|
|
2022
Q1 | $302K | Buy |
3,975
+19
| +0.5% | +$1.44K | 0.28% | 64 |
|
|
2021
Q4 | $302K | Buy |
+3,956
| New | +$302K | 0.27% | 74 |
|