Sfg Wealth Management, Llc. Ishares Core S&P U.S. Value Et Transaction History

Sfg Wealth Management, Llc.

$165 Million
Q2 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 4,318 shares of IUSV stock, worth $427,784. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,318

Previous 4,339 0.48%

Holding current value

$427,784

Previous $400,000 2.0%

% of portfolio

0.25%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$81.46 - $94.63 $1,710 - $1,987	-21 Reduced 0.48%	4,318 $408,000
Q1 2025 Apr 23, 2025	BUY	$90.0 - $96.32 $180 - $192	2 Added 0.05%	4,339 $400,000
Q4 2024 Jan 16, 2025	BUY	$91.94 - $100.02 $12,228 - $13,302	133 Added 3.16%	4,337 $401,000
Q3 2024 Oct 31, 2024	BUY	$87.56 - $95.49 $262 - $286	3 Added 0.07%	4,204 $401,000
Q2 2024 Jul 19, 2024	SELL	$85.39 - $90.42 $4,952 - $5,244	-58 Reduced 1.36%	4,201 $370,000
Q1 2024 Apr 26, 2024	SELL	$82.87 - $90.44 $22,209 - $24,237	-268 Reduced 5.92%	4,259 $385,000
Q4 2023 Jan 19, 2024	BUY	$71.48 - $84.61 $37,884 - $44,843	530 Added 13.26%	4,527 $381,000
Q2 2023 Jul 14, 2023	BUY	$72.65 - $78.26 $23,901 - $25,747	329 Added 8.97%	3,997 $312,000
Q1 2023 Apr 11, 2023	SELL	$70.21 - $77.86 $9,267 - $10,277	-132 Reduced 3.47%	3,668 $270,000
Q4 2022 Jan 31, 2023	BUY	$63.23 - $73.93 $9,231 - $10,793	146 Added 4.0%	3,800 $268,000
Q3 2022 Oct 12, 2022	SELL	$62.61 - $73.64 $46,394 - $54,567	-741 Reduced 16.86%	3,654 $229,000
Q2 2022 Jul 13, 2022	BUY	$64.88 - $77.18 $27,249 - $32,415	420 Added 10.57%	4,395 $294,000
Q1 2022 Apr 22, 2022	BUY	$71.81 - $77.49 $1,364 - $1,472	19 Added 0.48%	3,975 $302,000
Q4 2021 Feb 14, 2022	BUY	$71.13 - $76.45 $281,390 - $302,436	3,956 New	3,956 $302,000

Others Institutions Holding IUSV

# of Institutions

821

Shares Held

183M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Account

Sfg Wealth Management, Llc. Ishares Core S&P U.S. Value Et Transaction History