WWM
WJ 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 | $3.32M | Sell |
35,080
-15
| -0% | -$1.42K | 1.05% | 27 |
|
|
2025
Q1 | $3.24M | Sell |
35,095
-1,899
| -5% | -$175K | 1.15% | 27 |
|
|
2024
Q4 | $3.43M | Sell |
36,994
-19,284
| -34% | -$1.79M | 1.18% | 25 |
|
|
2024
Q3 | $5.37M | Buy |
56,278
+893
| +2% | +$85.3K | 1.89% | 17 |
|
|
2024
Q2 | $4.88M | Sell |
55,385
-490
| -0.9% | -$43.2K | 1.78% | 16 |
|
|
2024
Q1 | $5.05M | Sell |
55,875
-2,035
| -4% | -$184K | 2.01% | 15 |
|
|
2023
Q4 | $4.88M | Buy |
57,910
+1,571
| +3% | +$132K | 2.12% | 13 |
|
|
2023
Q3 | $4.2M | Sell |
56,339
-110,264
| -66% | -$8.23M | 2.04% | 14 |
|
|
2023
Q2 | $13M | Buy |
166,603
+14,926
| +10% | +$1.17M | 6.17% | 5 |
|
|
2023
Q1 | $11.2M | Sell |
151,677
-44,855
| -23% | -$3.31M | 7.57% | 4 |
|
|
2022
Q4 | $13.9M | Buy |
196,532
+27,385
| +16% | +$1.93M | 8.06% | 1 |
|
|
2022
Q3 | $10.6M | Buy |
169,147
+23,483
| +16% | +$1.47M | 6.64% | 5 |
|
|
2022
Q2 | $9.75M | Sell |
145,664
-31,816
| -18% | -$2.13M | 6.93% | 5 |
|
|
2022
Q1 | $13.5M | Buy |
177,480
+14,947
| +9% | +$1.13M | 8.95% | 4 |
|
|
2021
Q4 | $12.4M | Buy |
162,533
+60,121
| +59% | +$4.59M | 7.42% | 4 |
|
|
2021
Q3 | $7.27M | Buy |
102,412
+98,789
| +2,727% | +$7.01M | 4.83% | 5 |
|
|
2021
Q2 | $261K | Buy |
3,623
+497
| +16% | +$35.8K | 0.81% | 38 |
|
|
2021
Q1 | $215K | Buy |
+3,126
| New | +$215K | 0.67% | 40 |
|