Windward Private Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.75M Buy
2025
Q1
$3.09M Sell
2024
Q4
$3.13M Sell
2024
Q3
$3.33M Sell
2024
Q2
$3.11M Sell
2024
Q1
$3.33M Sell
2023
Q4
$3.16M Buy
2023
Q3
$2.72M Sell
2023
Q2
$2.86M Sell
2023
Q1
$2.79M Buy
2022
Q4
$2.39M Sell
2022
Q3
$2.13M Buy
2022
Q2
$2.24M Buy
2022
Q1
$1.34M Buy
2021
Q4
$1.07M Sell
2021
Q3
$1M Sell
2021
Q2
$1.06M Sell
2021
Q1
$1.1M Sell
2020
Q4
$1.02M Buy