Focus Partners Wealth
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Focus Partners Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Focus Partners Wealth’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 		$38.1M Sell
2025
Q1 		$38.1M Buy
2024
Q4 		$38.1M Sell
2024
Q3 		$41.4M Sell
2024
Q2 		$67.5M Buy
2024
Q1 		$33.8M Buy
2023
Q4 		$30.8M Buy