SWRP
IUSV icon

Summit Wealth & Retirement Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Summit Wealth & Retirement Planning’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 		$222K Hold
2,345
– – 0.06% 94
2025
Q1 		$216K Hold
2,345
– – 0.07% 72
2024
Q4 		$217K Hold
2,345
– – 0.07% 70
2024
Q3 		$224K Hold
2,345
– – 0.07% 65
2024
Q2 		$207K Hold
2,345
– – 0.07% 64
2024
Q1 		$212K Buy
+2,345
New +$212K 0.08% 63