Founders Financial Alliance’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	$313K	Buy	3,060 +2,950	+2,682%	+$309K	0.06%	289
2025 Q4	$11.3K	Sell	110 -781	-88%	-$79.2K	﹤0.01%	500
2025 Q3	$89K	Buy	891 +781	+710%	+$76K	0.02%	445
2025 Q2	$10.4K	Sell	110 -666	-86%	-$60.1K	﹤0.01%	457
2025 Q1	$71.6K	Buy	776 +2	+0.3%	+$188	0.02%	414
2024 Q4	$71.7K	Buy	774 +3	+0.4%	+$289	0.02%	354
2024 Q3	$73.6K	Buy	771 +3	+0.4%	+$276	0.02%	360
2024 Q2	$67.7K	Hold	768	–	–	0.02%	349
2024 Q1	$69.5K	Hold	768	–	–	0.02%	354
2023 Q4	$64.8K	Sell	768 -11	-1%	-$857	0.03%	321
2023 Q3	$58.1K	Sell	779 -83	-10%	-$6.51K	0.03%	308
2023 Q2	$67.5K	Buy	862 +473	+122%	+$35.3K	0.03%	319
2023 Q1	$28.3K	Sell	389 -390	-50%	-$28.7K	0.01%	351
2022 Q4	$55K	Hold	779	–	–	0.03%	315
2022 Q3	$49K	Hold	779	–	–	0.02%	318
2022 Q2	$52K	Hold	779	–	–	0.03%	329
2022 Q1	$59K	Hold	779	–	–	0.03%	310
2021 Q4	$59K	Hold	779	–	–	0.02%	349
2021 Q3	$56K	Hold	779	–	–	0.03%	324
2021 Q2	$56K	Hold	779	–	–	0.03%	336
2021 Q1	$57K	Buy	779 +200	+35%	+$13.1K	0.03%	321
2020 Q4	$36K	Buy	579 +99	+21%	+$5.8K	0.02%	312
2020 Q3	$27K	Buy	+480	New	+$26.2K	0.02%	501