Beck Bode LLC’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	$411K	Buy	4,023 +15	+0.4%	+$1.57K	0.07%	65
2025 Q4	$411K	Sell	4,008 -1,119	-22%	-$113K	0.07%	71
2025 Q3	$512K	Sell	5,127 -4,498	-47%	-$438K	0.08%	63
2025 Q2	$911K	Sell	9,625 -4,710	-33%	-$425K	0.15%	56
2025 Q1	$1.32M	Sell	14,335 -2,840	-17%	-$267K	0.25%	50
2024 Q4	$1.59M	Sell	17,175 -7,208	-30%	-$693K	0.29%	50
2024 Q3	$2.33M	Sell	24,383 -7,659	-24%	-$704K	0.44%	41
2024 Q2	$2.82M	Sell	32,042 -5,003	-14%	-$441K	0.57%	41
2024 Q1	$3.35M	Sell	37,045 -8,913	-19%	-$767K	0.68%	44
2023 Q4	$3.88M	Sell	45,958 -6,003	-12%	-$467K	0.87%	38
2023 Q3	$3.88M	Sell	51,961 -3,228	-6%	-$253K	0.99%	35
2023 Q2	$4.32M	Sell	55,189 -751	-1%	-$56.1K	1.05%	35
2023 Q1	$4.13M	Buy	55,940 +4,005	+8%	+$295K	1.01%	33
2022 Q4	$3.67M	Buy	+51,935	New	+$3.61M	0.82%	42