Coordinated Financial Services’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
$667K Sell
7,045
-313
-4% -$29.6K 0.46% 66
2025
Q1
$679K Buy
7,358
+194
+3% +$17.9K 0.52% 58
2024
Q4
$663K Buy
+7,164
New +$663K 0.52% 56
2024
Q2
$647K Sell
7,336
-296
-4% -$26.1K 0.55% 49
2024
Q1
$690K Buy
+7,632
New +$690K 0.6% 44