Caprock 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
Q1
$1.98M Sell
21,460
-822
-4% -$75.9K 0.06% 295
2024
Q4
$2.06M Buy
22,282
+200
+0.9% +$18.5K 0.07% 252
2024
Q3
$2.11M Buy
+22,082
New +$2.11M 0.08% 224