SWM
Sterling 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 | $2.53M | Buy |
+26,728
| New | +$2.53M | 0.86% | 25 |
|
|
2024
Q4 | $2.46M | Buy |
26,531
+132
| +0.5% | +$12.2K | 0.91% | 23 |
|
|
2024
Q3 | $2.52M | Sell |
26,399
-382
| -1% | -$36.5K | 0.94% | 25 |
|
|
2024
Q2 | $2.36M | Buy |
26,781
+120
| +0.5% | +$10.6K | 1.12% | 20 |
|
|
2024
Q1 | $2.41M | Buy |
26,661
+1,905
| +8% | +$172K | 1.2% | 17 |
|
|
2023
Q4 | $2.09M | Buy |
+24,756
| New | +$2.09M | 1.17% | 17 |
|