GeoWealth Management’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	$34.5K	Sell	365 -838	-70%	-$79.3K	﹤0.01%	998
2025 Q1	$111K	Buy	1,203 +451	+60%	+$41.6K	﹤0.01%	769
2024 Q4	$69.6K	Sell	752 -390	-34%	-$36.1K	﹤0.01%	1056
2024 Q3	$109K	Buy	+1,142	New	+$109K	﹤0.01%	875