Annex Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Annex Advisory Services’s Portfolio IUSV Stock Details IUSV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$571K	Sell
2025 Q4	$603K	Buy
2025 Q3	$586K	Hold
2025 Q2	$555K	Hold
2025 Q1	$541K	Sell
2024 Q4	$562K	Buy