Guidance Point Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.92M	Buy	28,577 +562	+2%	+$58.9K	0.69%	26
2025 Q4	$2.87M	Buy	28,015 +33	+0.1%	+$3.35K	0.67%	26
2025 Q3	$2.8M	Sell	27,982 -985	-3%	-$95.9K	0.67%	26
2025 Q2	$2.74M	Buy	28,967 +337	+1%	+$30.4K	0.7%	26
2025 Q1	$2.64M	Buy	28,630 +784	+3%	+$73.6K	0.75%	25
2024 Q4	$2.58M	Buy	27,846 +42	+0.2%	+$4.04K	0.72%	25
2024 Q3	$2.66M	Sell	27,804 -333	-1%	-$30.6K	0.78%	25
2024 Q2	$2.48M	Buy	28,137 +36	+0.1%	+$3.17K	0.77%	24
2024 Q1	$2.54M	Buy	28,101 +140	+0.5%	+$12.1K	0.83%	24
2023 Q4	$2.36M	Sell	27,961 -17,436	-38%	-$1.36M	0.87%	24
2023 Q3	$3.39M	Sell	45,397 -2,845	-6%	-$223K	1.38%	17
2023 Q2	$3.78M	Sell	48,242 -5,538	-10%	-$414K	1.45%	14
2023 Q1	$3.97M	Buy	53,780 +191	+0.4%	+$14.1K	1.6%	11
2022 Q4	$3.79M	Buy	53,589 +15,977	+42%	+$1.11M	1.6%	12
2022 Q3	$2.35M	Buy	37,612 +578	+2%	+$39.9K	1.07%	26
2022 Q2	$2.48M	Sell	37,034 -1,176	-3%	-$84.5K	1.07%	27
2022 Q1	$2.9M	Buy	38,210 +3,392	+10%	+$254K	1.1%	21
2021 Q4	$2.66M	Sell	34,818 -4,266	-11%	-$316K	0.96%	21
2021 Q3	$2.77M	Sell	39,084 -191	-0.5%	-$13.9K	1.01%	20
2021 Q2	$2.83M	Buy	39,275 +132	+0.3%	+$9.49K	1.1%	19
2021 Q1	$2.7M	Buy	39,143 +13,902	+55%	+$912K	1.12%	19
2020 Q4	$1.57M	Buy	25,241 +21,138	+515%	+$1.24M	0.72%	26
2020 Q3	$222K	Buy	+4,103	New	+$224K	0.12%	72