Caliber Wealth Management (Kansas)’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	$2.87M	Sell	30,325 -452	-1%	-$42.8K	0.31%	73
2025 Q1	$2.84M	Buy	+30,777	New	+$2.84M	0.39%	68