Francis Financial’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
2025 Q2	$259K	Sell	2,741 -481	-15%	-$45.5K	0.06%	78
2025 Q1	$297K	Sell	3,222 -136	-4%	-$12.6K	0.07%	70
2024 Q4	$311K	Buy	+3,358	New	+$311K	0.08%	71