Abound Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Abound Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.5K	Buy	658 +1	+0.2%	+$108	0.01%	190
2026 Q1	$67.2K	Buy	657 +1	+0.2%	+$105	0.02%	196
2025 Q4	$67.2K	Buy	656 +2	+0.3%	+$203	0.02%	186
2025 Q3	$65.3K	Buy	654 +2	+0.3%	+$195	0.02%	180
2025 Q2	$61.7K	Buy	652 +1	+0.2%	+$90	0.02%	176
2025 Q1	$60K	Sell	651 -28	-4%	-$2.63K	0.02%	165
2024 Q4	$62.9K	Sell	679 -80	-11%	-$7.69K	0.02%	153
2024 Q3	$72.5K	Sell	759 -42	-5%	-$3.86K	0.02%	132
2024 Q2	$70.6K	Sell	801 -8	-1%	-$705	0.03%	115
2024 Q1	$73.1K	Sell	809 -6	-0.7%	-$516	0.03%	110
2023 Q4	$68.7K	Buy	815 +489	+150%	+$38.1K	0.03%	112
2023 Q3	$24.4K	Hold	326	–	–	0.01%	194
2023 Q2	$25.6K	Sell	326 -96	-23%	-$7.17K	0.01%	189
2023 Q1	$31.1K	Buy	422 +98	+30%	+$7.22K	0.01%	165
2022 Q4	$22.9K	Buy	324 +2	+0.6%	+$139	0.01%	176
2022 Q3	$20.1K	Buy	322 +3	+0.9%	+$207	0.01%	188
2022 Q2	$21.4K	Buy	+319	New	+$22.9K	0.01%	79

Other funds holding IUSV

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return