Garrett Wealth Advisory Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Garrett Wealth Advisory Group’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	$324K	Sell
2025 Q1	$391K	Sell
2024 Q4	$495K	Sell
2024 Q3	$1.46M	Buy
2024 Q2	$516K	Buy
2019 Q4	–	Sell
2019 Q3	$39.3K	Buy