SM
Sweeney & Michel’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 | $470K | Buy |
4,891
+23
| +0.5% | +$2.21K | 0.17% | 88 |
|
|
2025
Q1 | $397K | Buy |
+4,868
| New | +$397K | 0.17% | 87 |
|
|
2024
Q3 | $481K | Buy |
4,946
+127
| +3% | +$12.4K | 0.19% | 78 |
|
|
2024
Q2 | $423K | Buy |
4,819
+23
| +0.5% | +$2.02K | 0.18% | 77 |
|
|
2024
Q1 | $429K | Buy |
+4,796
| New | +$429K | 0.19% | 75 |
|
|
2023
Q3 | $361K | Buy |
4,749
+177
| +4% | +$13.4K | 0.19% | 78 |
|
|
2023
Q2 | $365K | Buy |
4,572
+17
| +0.4% | +$1.36K | 0.19% | 82 |
|
|
2023
Q1 | $345K | Buy |
+4,555
| New | +$345K | 0.18% | 85 |
|