Helen Stephens Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Sell	2,614 -67	-2%	-$6.34K	0.06%	77
2025 Q1	$247K	Buy	2,681 +10	+0.4%	+$923	0.07%	75
2024 Q4	$247K	Buy	2,671 +23	+0.9%	+$2.13K	0.07%	75
2024 Q3	$253K	Buy	2,648 +16	+0.6%	+$1.53K	0.08%	78
2024 Q2	$232K	Buy	+2,632	New	+$232K	0.08%	76