SWC
Spectrum Wealth Counsel’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
Q1 | $3.09M | Buy |
33,486
+13,030
| +64% | +$1.2M | 0.37% | 58 |
|
|
2024
Q4 | $1.89M | Sell |
20,456
-10,070
| -33% | -$932K | 0.22% | 69 |
|
|
2024
Q3 | $2.91M | Buy |
30,526
+11,706
| +62% | +$1.12M | 0.34% | 61 |
|
|
2024
Q2 | $1.66M | Sell |
18,820
-11,581
| -38% | -$1.02M | 0.21% | 62 |
|
|
2024
Q1 | $2.75M | Buy |
30,401
+9,877
| +48% | +$893K | 0.34% | 64 |
|
|
2023
Q4 | $1.73M | Buy |
+20,524
| New | +$1.73M | 0.24% | 71 |
|