Capital Planning’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	–	Sell	-4,073	Closed	-$376K	–	91
2025 Q1	$376K	Buy	+4,073	New	+$376K	0.11%	75