CWS Financial Advisors’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
2024 Q1	–	Sell	-2,898	Closed	-$244K	–	126
2023 Q4	$244K	Buy	+2,898	New	+$244K	0.09%	128
2021 Q1	–	Sell	-3,538	Closed	-$220K	–	143
2020 Q4	$220K	Buy	+3,538	New	+$220K	0.13%	122