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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Sell	10,720 -2,206	-17%	-$209K	0.11%	109
2025 Q1	$1.19M	Buy	+12,926	New	+$1.19M	0.15%	92
2020 Q1	–	Sell	-26,386	Closed	-$1.66M	–	68
2019 Q4	$1.66M	Buy	+26,386	New	+$1.66M	1.23%	18