Benchmark Financial Wealth 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
2024 Q4	–	Sell	-2,547	Closed	-$243K	–	105
2024 Q3	$243K	Sell	2,547 -213	-8%	-$19.6K	0.08%	88
2024 Q2	$243K	Buy	2,760 +9	+0.3%	+$793	0.09%	81
2024 Q1	$249K	Sell	2,751 -1,412	-34%	-$122K	0.1%	76
2023 Q4	$351K	Buy	4,163 +43	+1%	+$3.35K	0.15%	58
2023 Q3	$307K	Hold	4,120	–	–	0.14%	51
2023 Q2	$322K	Sell	4,120 -1,820	-31%	-$136K	0.15%	52
2023 Q1	$438K	Sell	5,940 -673	-10%	-$49.6K	0.23%	36
2022 Q4	$467K	Sell	6,613 -2,012	-23%	-$140K	0.25%	35
2022 Q3	$540K	Buy	8,625 +17	+0.2%	+$1.17K	0.32%	33
2022 Q2	$576K	Sell	8,608 -114	-1%	-$8.19K	0.3%	32
2022 Q1	$662K	Sell	8,722 -55	-0.6%	-$4.12K	0.28%	33
2021 Q4	$670K	Sell	8,777 -231	-3%	-$17.1K	0.28%	35
2021 Q3	$638K	Sell	9,008 -34,519	-79%	-$2.51M	0.3%	34
2021 Q2	$3.13M	Buy	43,527 +646	+2%	+$46.5K	1.5%	17
2021 Q1	$2.96M	Sell	42,881 -557	-1%	-$36.5K	1.61%	17
2020 Q4	$2.7M	Buy	43,438 +5,052	+13%	+$296K	1.49%	16
2020 Q3	$2.08M	Sell	38,386 -853	-2%	-$46.6K	1.34%	18
2020 Q2	$2.05M	Buy	39,239 +28,440	+263%	+$1.45M	1.51%	17
2020 Q1	$499K	Buy	10,799 +4,034	+60%	+$232K	0.5%	22
2019 Q4	$426K	Buy	+6,765	New	+$408K	0.35%	22