UWM
USAdvisors Wealth Management’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 | $5.03M | Buy |
53,094
+715
| +1% | +$67.7K | 1.87% | 15 |
|
|
2025
Q1 | $4.83M | Sell |
52,379
-7,902
| -13% | -$729K | 1.69% | 15 |
|
|
2024
Q4 | $5.58M | Sell |
60,281
-2,754
| -4% | -$255K | 1.81% | 15 |
|
|
2024
Q3 | $6M | Sell |
63,035
-2,424
| -4% | -$231K | 2.1% | 11 |
|
|
2024
Q2 | $5.77M | Sell |
65,459
-4,306
| -6% | -$379K | 2.03% | 12 |
|
|
2024
Q1 | $6.29M | Sell |
69,765
-4,391
| -6% | -$396K | 2.37% | 10 |
|
|
2023
Q4 | $6.25M | Sell |
74,156
-17,232
| -19% | -$1.45M | 2.6% | 7 |
|
|
2023
Q3 | $6.82M | Buy |
91,388
+9,102
| +11% | +$679K | 3.04% | 7 |
|
|
2023
Q2 | $6.46M | Sell |
82,286
-15,698
| -16% | -$1.23M | 3.06% | 6 |
|
|
2023
Q1 | $7.23M | Sell |
97,984
-5,028
| -5% | -$371K | 3.44% | 4 |
|
|
2022
Q4 | $7.28M | Buy |
103,012
+2,748
| +3% | +$194K | 3.52% | 3 |
|
|
2022
Q3 | $6.28M | Buy |
100,264
+2,634
| +3% | +$165K | 3.21% | 7 |
|
|
2022
Q2 | $6.53M | Sell |
97,630
-14,470
| -13% | -$968K | 3.27% | 5 |
|
|
2022
Q1 | $8.51M | Sell |
112,100
-9,499
| -8% | -$721K | 3.63% | 3 |
|
|
2021
Q4 | $9.28M | Buy |
121,599
+4,449
| +4% | +$340K | 3.78% | 4 |
|
|
2021
Q3 | $8.3M | Buy |
117,150
+13,890
| +13% | +$985K | 3.6% | 4 |
|
|
2021
Q2 | $7.43M | Buy |
+103,260
| New | +$7.43M | 4.04% | 2 |
|