1NWS
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1 North Wealth Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

1 North Wealth Services’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$85.2K Hold
900
– – 0.03% 74
2025
Q1 		$83.1K Sell
900
-1,278
-59% -$118K 0.04% 70
2024
Q4 		$202K Buy
+2,178
New +$202K 0.09% 58