Smallwood Wealth Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Smallwood Wealth Investment Management’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$44.5K	Hold
2025 Q2	$42.1K	Buy
2025 Q1	$40.9K	Buy