Berry Wealth 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	$389K	Buy	4,108 +526	+15%	+$49.8K	0.27%	51
2025 Q1	$331K	Buy	3,582 +1,062	+42%	+$98K	0.26%	55
2024 Q4	$233K	Buy	2,520 +147	+6%	+$13.6K	0.17%	79
2024 Q3	$227K	Buy	+2,373	New	+$227K	0.16%	81