Crestwood Advisors Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Crestwood Advisors Group’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.16M	Buy
2025 Q1	$2.02M	Sell
2024 Q4	$2.03M	Buy
2024 Q3	$1.92M	Sell
2024 Q2	$1.81M	Buy
2024 Q1	$1.84M	Buy
2023 Q4	$1.68M	Sell
2023 Q3	$1.76M	Buy