Hantz Financial Services’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	$36.6M	Buy	358,137 +10,731	+3%	+$1.13M	0.56%	29
2025 Q4	$35.6M	Sell	347,406 -594	-0.2%	-$60.2K	0.52%	35
2025 Q3	$34.8M	Buy	348,000 +5,044	+1%	+$491K	0.53%	35
2025 Q2	$32.5M	Sell	342,956 -11,314	-3%	-$1.02M	0.52%	38
2025 Q1	$32.7M	Buy	354,270 +2,563	+0.7%	+$241K	0.58%	34
2024 Q4	$32.6M	Buy	351,707 +10,447	+3%	+$1M	0.57%	38
2024 Q3	$32.6M	Sell	341,260 -10,081	-3%	-$927K	0.58%	37
2024 Q2	$31M	Sell	351,341 -9,514	-3%	-$839K	0.6%	36
2024 Q1	$32.6M	Sell	360,855 -15,159	-4%	-$1.3M	0.64%	35
2023 Q4	$31.7M	Buy	376,014 +11,934	+3%	+$929K	0.69%	27
2023 Q3	$27.2M	Buy	364,080 +16,378	+5%	+$1.29M	0.69%	34
2023 Q2	$27.2M	Buy	347,702 +11,322	+3%	+$846K	0.68%	30
2023 Q1	$24.8M	Buy	336,380 +629	+0.2%	+$46.3K	0.68%	32
2022 Q4	$23.7M	Buy	335,751 +7,059	+2%	+$491K	0.72%	30
2022 Q3	$20.6M	Buy	328,692 +8,307	+3%	+$573K	0.71%	29
2022 Q2	$21.4M	Buy	320,385 +9,320	+3%	+$669K	0.72%	26
2022 Q1	$23.6M	Sell	311,065 -4,488	-1%	-$336K	0.7%	27
2021 Q4	$24.1M	Buy	315,553 +4,954	+2%	+$367K	0.69%	30
2021 Q3	$22M	Buy	310,599 +13,895	+5%	+$1.01M	0.72%	30
2021 Q2	$21.4M	Buy	296,704 +3,601	+1%	+$259K	0.78%	26
2021 Q1	$20.2M	Buy	293,103 +4,830	+2%	+$317K	0.84%	25
2020 Q4	$17.9M	Buy	288,273 +2,498	+0.9%	+$146K	0.8%	26
2020 Q3	$15.5M	Sell	285,775 -14,962	-5%	-$818K	0.79%	27
2020 Q2	$15.7M	Buy	300,737 +12,092	+4%	+$617K	0.88%	25
2020 Q1	$13.3M	Buy	+288,645	New	+$16.6M	0.92%	21