SWMG LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

SWMG LLC’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$392K	Sell
2024 Q3	$536K	Sell
2024 Q2	$517K	Buy
2024 Q1	$526K	Sell
2023 Q4	$547K	Sell
2023 Q3	$618K	Buy
2023 Q2	$408K	Sell
2023 Q1	$518K	Sell
2022 Q4	$987K	Buy