GeoWealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

GeoWealth Management’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	$34.5K	Sell
2025 Q1	$111K	Buy
2024 Q4	$69.6K	Sell
2024 Q3	$109K	Buy