WA
Wealthstream 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 | $373K | Hold |
3,938
| – | – | 0.06% | 107 |
|
|
2025
Q1 | $363K | Hold |
3,938
| – | – | 0.07% | 94 |
|
|
2024
Q4 | $365K | Hold |
3,938
| – | – | 0.07% | 91 |
|
|
2024
Q3 | $376K | Hold |
3,938
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $347K | Hold |
3,938
| – | – | 0.13% | 87 |
|
|
2024
Q1 | $356K | Hold |
3,938
| – | – | 0.14% | 87 |
|
|
2023
Q4 | $332K | Hold |
3,938
| – | – | 0.14% | 91 |
|
|
2023
Q3 | $294K | Hold |
3,938
| – | – | 0.15% | 76 |
|
|
2023
Q2 | $308K | Buy |
+3,938
| New | +$308K | 0.16% | 67 |
|