Barnes Wealth Management Group’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	$617K	Sell	6,520 -197	-3%	-$18.6K	0.36%	68
2025 Q1	$620K	Buy	6,717 +200	+3%	+$18.5K	0.4%	63
2024 Q4	$603K	Buy	+6,517	New	+$603K	0.4%	62