Hefty Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hefty Wealth Partners’s Portfolio IUSV Stock Details IUSV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$2.01M	Buy
2017 Q4	$2.07M	Buy
2017 Q3	$1.86M	Buy
2017 Q2	$1.7M	Sell
2017 Q1	$3.1M	Sell
2016 Q4	$4.32M	Buy