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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$555K Hold
5,866
– – 0.01% 209
2025
Q1 		$541K Sell
5,866
-201
-3% -$18.6K 0.02% 206
2024
Q4 		$562K Buy
+6,067
New +$562K 0.02% 202