HB Wealth Management’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	$844K	Sell	8,257 -282	-3%	-$29.6K	0.01%	734
2025 Q4	$876K	Buy	8,539 +1,836	+27%	+$186K	0.01%	678
2025 Q3	$670K	Buy	6,703 +3,571	+114%	+$348K	﹤0.01%	734
2025 Q2	$296K	Sell	3,132 -2,690	-46%	-$243K	﹤0.01%	943
2025 Q1	$537K	Sell	5,822 -393	-6%	-$36.9K	﹤0.01%	738
2024 Q4	$575K	Buy	6,215 +3,092	+99%	+$297K	0.01%	571
2024 Q3	$298K	Buy	3,123 +5	+0.2%	+$460	﹤0.01%	763
2024 Q2	$275K	Hold	3,118	–	–	﹤0.01%	749
2024 Q1	$282K	Hold	3,118	–	–	﹤0.01%	679
2023 Q4	$263K	Sell	3,118 -119	-4%	-$9.27K	﹤0.01%	656
2023 Q3	$242K	Buy	3,237 +119	+4%	+$9.34K	﹤0.01%	640
2023 Q2	$244K	Hold	3,118	–	–	﹤0.01%	608
2023 Q1	$230K	Buy	+3,118	New	+$230K	﹤0.01%	631