Beaumont Financial Advisors’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	$551K	Hold	5,385	–	–	0.04%	222
2025 Q4	$552K	Hold	5,385	–	–	0.04%	218
2025 Q3	$538K	Hold	5,385	–	–	0.04%	229
2025 Q2	$510K	Hold	5,385	–	–	0.04%	217
2025 Q1	$497K	Hold	5,385	–	–	0.04%	218
2024 Q4	$499K	Hold	5,385	–	–	0.04%	218
2024 Q3	$514K	Hold	5,385	–	–	0.04%	210
2024 Q2	$475K	Hold	5,385	–	–	0.04%	215
2024 Q1	$487K	Hold	5,385	–	–	0.04%	205
2023 Q4	$454K	Hold	5,385	–	–	0.04%	206
2023 Q3	$402K	Hold	5,385	–	–	0.04%	204
2023 Q2	$421K	Hold	5,385	–	–	0.04%	214
2023 Q1	$397K	Hold	5,385	–	–	0.04%	203
2022 Q4	$380K	Hold	5,385	–	–	0.04%	206
2022 Q3	$337K	Buy	+5,385	New	+$372K	0.03%	218