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Unique Wealth Strategies’s iShares Core S&P US Value ETF IUSV Stock Holding History

Unique Wealth Strategies’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$668K Hold
7,390
– – 0.31% 93
2024
Q1 		$668K Buy
7,390
+853
+13% +$77.1K 0.33% 93
2023
Q4 		$551K Buy
+6,537
New +$551K 0.37% 112