Global Retirement Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Global Retirement Partners’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 Q4	$5.58M	Sell	54,459 -8,205	-13%	-$832K	0.1%	192
2025 Q3	$6.26M	Buy	62,664 +2,719	+5%	+$265K	0.14%	132
2025 Q2	$5.67M	Buy	+59,945	New	+$5.41M	0.14%	140
2024 Q4	$4.99M	Sell	53,843 -1,150	-2%	-$111K	0.14%	135
2024 Q3	$5.25M	Sell	54,993 -13,041	-19%	-$1.2M	0.16%	130
2024 Q2	$6M	Buy	68,034 +6,241	+10%	+$550K	0.19%	107
2024 Q1	$5.59M	Buy	61,793 +131	+0.2%	+$11.3K	0.21%	110
2023 Q4	$5.14M	Buy	61,662 +16,424	+36%	+$1.28M	0.22%	97
2023 Q3	$3.33M	Buy	45,238 +1,547	+4%	+$121K	0.17%	126
2023 Q2	$3.42M	Buy	43,691 +2,609	+6%	+$195K	0.17%	125
2023 Q1	$3.01M	Sell	41,082 -125	-0.3%	-$9.21K	0.16%	137
2022 Q4	$2.91M	Sell	41,207 -771	-2%	-$53.6K	0.2%	115
2022 Q3	$2.93M	Sell	41,978 -1,207	-3%	-$83.3K	0.22%	101
2022 Q2	$2.89M	Sell	43,185 -434	-1%	-$31.2K	0.23%	104
2022 Q1	$3.1M	Buy	+43,619	New	+$3.27M	0.24%	98
2021 Q4	–	Sell	-37,156	Closed	-$2.63M	–	1023
2021 Q3	$2.63M	Sell	37,156 -223	-0.6%	-$16.2K	0.26%	79
2021 Q2	$2.69M	Buy	37,379 +555	+2%	+$39.9K	0.28%	71
2021 Q1	$2.54M	Sell	36,824 -1,167	-3%	-$76.6K	0.3%	67
2020 Q4	$2.36M	Sell	37,991 -22,407	-37%	-$1.31M	0.3%	67
2020 Q3	$3.28M	Sell	60,398 -15,339	-20%	-$838K	0.48%	46
2020 Q2	$3.96M	Sell	75,737 -7,894	-9%	-$403K	0.63%	34
2020 Q1	$3.86M	Sell	83,631 -1,284	-2%	-$73.8K	0.73%	28
2019 Q4	$5.35M	Buy	84,915 +1,989	+2%	+$120K	0.82%	26
2019 Q3	$4.79M	Buy	82,926 +4,787	+6%	+$272K	0.79%	26
2019 Q2	$4.43M	Buy	78,139 +34,998	+81%	+$1.95M	0.85%	22
2019 Q1	$2.37M	Buy	43,141 +183	+0.4%	+$9.78K	0.57%	37
2018 Q4	$2.11M	Buy	42,958 +2,683	+7%	+$143K	0.54%	42
2018 Q3	$2.27M	Buy	40,275 +3,317	+9%	+$185K	0.51%	40
2018 Q2	$1.98M	Buy	36,958 +6,783	+22%	+$366K	0.5%	40
2018 Q1	$1.6M	Buy	30,175 +4,399	+17%	+$244K	0.44%	38
2017 Q4	$1.43M	Buy	25,776 +6,878	+36%	+$370K	0.39%	41
2017 Q3	$989K	Buy	18,898 +3,273	+21%	+$168K	0.41%	42
2017 Q2	$796K	Buy	15,625 +3,942	+34%	+$199K	0.37%	51
2017 Q1	$590K	Buy	+11,683	New	+$588K	0.33%	64