A detailed history of Simplicity Wealth,Llc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,136 shares of IUSV stock, worth $607,893. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,136
Previous 4,926 24.56%
Holding current value
$607,893
Previous $466,000 31.55%
% of portfolio
0.04%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$94.17 - $99.95 $113,945 - $120,939
1,210 Added 24.56%
6,136 $613,000
Q2 2025

Jul 22, 2025

BUY
$81.46 - $94.63 $401,271 - $466,147
4,926 New
4,926 $466,000

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Simplicity Wealth,Llc with notifications on news.