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Watts Gwilliam & Co’s iShares Core S&P US Value ETF IUSV Stock Holding History

Watts Gwilliam & Co’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$223K Hold
2,412
– – 0.05% 188
2024
Q4 		$224K Hold
2,412
– – 0.05% 189
2024
Q3 		$228K Buy
+2,412
New +$228K 0.05% 181
2024
Q1 		$285K Buy
+3,187
New +$285K 0.09% 142