Erts Wealth Advisors, LLC Sells in Q2 2025

Erts Wealth Advisors, LLC

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-546K
- 53.74%
$45.11 - $52.34 $24.6M - $28.6M
470K $24.6M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-735K
- 40.9%
$35.3 - $37.51 $25.9M - $27.6M
1.06M $39.8M
SPYG
Spdr Portfolio

ETFs
-349K
- 48.19%
$71.83 - $95.32 $25M - $33.2M
375K $35.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-722K
- 60.27%
$25.48 - $27.78 $18.4M - $20.1M
476K $12.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-544K
- 40.18%
$32.62 - $33.58 $17.7M - $18.3M
809K $27.2M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-318K
- 42.28%
$53.75 - $67.21 $17.1M - $21.4M
434K $28.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
-85.3K
- 48.39%
$141.87 - $164.49 $12.1M - $14M
91K $15M
VOT
Vanguard Mid Cap Growth Index

ETFs
-49.1K
- 45.89%
$216.28 - $284.39 $10.6M - $14M
57.9K $16.5M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-122K
- 47.69%
$67.03 - $80.35 $8.2M - $9.83M
134K $10.7M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-109K
- 47.37%
$72.61 - $88.75 $7.89M - $9.65M
121K $10.7M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-85.8K
- 38.78%
$55.73 - $68.72 $4.78M - $5.9M
135K $9.31M
AAPL
Apple Inc.

Technology
-17.4K
- 92.52%
$172.42 - $223.89 $3M - $3.9M
1.41K $288K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-14.7K
- 47.98%
$83.97 - $92.85 $1.23M - $1.36M
15.9K $1.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-13.8K
- 69.6%
$96.84 - $99.46 $1.33M - $1.37M
6.01K $596K
SCHO
Schwab Short Term Us Treasury

ETFs
-44.6K
- 22.91%
$24.19 - $24.45 $1.08M - $1.09M
150K $3.66M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-8.56K
- 22.69%
$105.23 - $109.61 $900K - $938K
29.2K $3.2M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-5.61K
- 4.67%
$81.46 - $94.63 $457K - $531K
114K $10.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.02K
- 13.74%
$108.87 - $133.04 $111K - $136K
6.43K $855K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-888
- 9.32%
$83.54 - $100.04 $74.2K - $88.8K
8.64K $859K
IWS
Ishares Russell Midcap Value E

ETFs
-273
- 2.79%
$110.58 - $132.14 $30.2K - $36.1K
9.51K $1.26M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.37K
- 2.73%
$113.67 - $150.4 $383K - $506K
120K $18M
Activity Summary
Buys All Purchases 7 New Holdings 4 Increased Positions 3 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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