Farther Finance Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.93M	Buy	28,576 +588	+2%	+$61.7K	0.03%	501
2025 Q4	$2.87M	Buy	27,988 +3,790	+16%	+$384K	0.03%	460
2025 Q3	$2.42M	Buy	24,198 +4,404	+22%	+$429K	0.04%	385
2025 Q2	$1.87M	Sell	19,794 -1,267	-6%	-$114K	0.04%	383
2025 Q1	$1.94M	Buy	21,061 +2,727	+15%	+$256K	0.05%	308
2024 Q4	$1.7M	Buy	18,334 +2,045	+13%	+$197K	0.06%	245
2024 Q3	$1.56M	Sell	16,289 -698	-4%	-$64.2K	0.06%	239
2024 Q2	$1.49M	Buy	16,987 +1,942	+13%	+$171K	0.07%	215
2024 Q1	$1.35M	Buy	15,045 +467	+3%	+$40.2K	0.08%	203
2023 Q4	$1.23M	Buy	14,578 +10,706	+276%	+$834K	0.09%	207
2023 Q3	$289K	Buy	3,872 +947	+32%	+$74.3K	0.05%	302
2023 Q2	$229K	Sell	2,925 -36	-1%	-$2.69K	0.05%	292
2023 Q1	$218K	Buy	2,961 +913	+45%	+$67.2K	0.06%	249
2022 Q4	$145K	Buy	+2,048	New	+$142K	0.06%	265