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

Sterling Wealth 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 Q2	$2.53M	Buy
2024 Q4	$2.46M	Buy
2024 Q3	$2.52M	Sell
2024 Q2	$2.36M	Buy
2024 Q1	$2.41M	Buy
2023 Q4	$2.09M	Buy