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Summit Wealth Group (Colorado)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$236K Buy
+2,493
New +$236K 0.06% 212