Advisornet Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.54K	Buy	+64	New	+$6.71K	﹤0.01%	1667
2023 Q1	–	Sell	-43	Closed	-$3.04K	–	2457
2022 Q4	$3.04K	Buy	+43	New	+$2.99K	﹤0.01%	1578
2022 Q2	–	Sell	-706	Closed	-$54K	–	2010
2022 Q1	$54K	Sell	706 -8,777	-93%	-$658K	﹤0.01%	943
2021 Q4	$724K	Buy	9,483 +402	+4%	+$29.8K	0.04%	324
2021 Q3	$644K	Buy	9,081 +770	+9%	+$55.9K	0.04%	315
2021 Q2	$598K	Buy	8,311 +2,751	+49%	+$198K	0.04%	357
2021 Q1	$383K	Buy	5,560 +4,253	+325%	+$279K	0.03%	410
2020 Q4	$81K	Buy	+1,307	New	+$76.6K	0.01%	750
2020 Q3	–	Sell	-21,608	Closed	-$1.13M	–	1807
2020 Q2	$1.13M	Buy	21,608 +21,546	+34,752%	+$1.1M	0.09%	197
2020 Q1	$3K	Sell	62 -107	-63%	-$6.15K	﹤0.01%	1519
2019 Q4	$11K	Sell	169 -232	-58%	-$14K	﹤0.01%	1364
2019 Q3	$23K	Buy	401 +232	+137%	+$13.2K	﹤0.01%	1147
2019 Q2	$10K	Hold	169	–	–	﹤0.01%	1235
2019 Q1	$9K	Hold	169	–	–	﹤0.01%	1204
2018 Q4	$8K	Buy	+169	New	+$8.98K	﹤0.01%	1146