VWA
Valued Wealth Advisors’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 | $327K | Buy |
3,458
+2,055
| +146% | +$194K | 0.17% | 30 |
|
|
2025
Q1 | $129K | Buy |
1,403
+1,066
| +316% | +$98.4K | 0.08% | 47 |
|
|
2024
Q4 | $31.2K | Hold |
337
| – | – | 0.02% | 117 |
|
|
2024
Q3 | $32.1K | Buy |
337
+303
| +891% | +$28.9K | 0.02% | 106 |
|
|
2024
Q2 | $3.03K | Buy |
34
+14
| +70% | +$1.25K | ﹤0.01% | 327 |
|
|
2024
Q1 | $1.84K | Buy |
20
+7
| +54% | +$643 | ﹤0.01% | 369 |
|
|
2023
Q4 | $984 | Buy |
+13
| New | +$984 | ﹤0.01% | 379 |
|