SWA
Strategies Wealth Advisors’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 | $21.6M | Buy |
228,592
+58,495
| +34% | +$5.54M | 2.36% | 10 |
|
|
2025
Q1 | $15.7M | Buy |
170,097
+3,339
| +2% | +$308K | 1.92% | 10 |
|
|
2024
Q4 | $15.8M | Sell |
166,758
-2,891
| -2% | -$274K | 1.97% | 10 |
|
|
2024
Q3 | $16.2M | Sell |
169,649
-2,213
| -1% | -$211K | 2.17% | 11 |
|
|
2024
Q2 | $15.1M | Sell |
171,862
-2,742
| -2% | -$242K | 2.21% | 11 |
|
|
2024
Q1 | $15.8M | Sell |
174,604
-6,894
| -4% | -$623K | 2.43% | 11 |
|
|
2023
Q4 | $15.3M | Sell |
181,498
-6,776
| -4% | -$571K | 2.61% | 11 |
|
|
2023
Q3 | $14M | Buy |
188,274
+394
| +0.2% | +$29.4K | 2.76% | 12 |
|
|
2023
Q2 | $14.7M | Sell |
187,880
-8,439
| -4% | -$660K | 3.01% | 10 |
|
|
2023
Q1 | $14.5M | Buy |
196,319
+2,062
| +1% | +$152K | 3.19% | 10 |
|
|
2022
Q4 | $13.7M | Buy |
+194,257
| New | +$13.7M | 3.38% | 10 |
|
|
2022
Q2 | $8.68M | Buy |
129,823
+6,543
| +5% | +$438K | 2.49% | 9 |
|
|
2022
Q1 | $9.35M | Sell |
123,280
-2,235
| -2% | -$170K | 2.5% | 9 |
|
|
2021
Q4 | $9.58M | Buy |
+125,515
| New | +$9.58M | 2.69% | 8 |
|