HFO
IUSV icon

Heritage Family Offices’s iShares Core S&P US Value ETF IUSV Stock Holding History

Heritage Family Offices’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$259K Hold
2,832
– – 0.13% 143
2025
Q1 		$261K Hold
2,832
– – 0.13% 138
2024
Q4 		$262K Hold
2,832
– – 0.13% 145
2024
Q3 		$270K Hold
2,832
– – 0.14% 144
2024
Q2 		$250K Buy
+2,832
New +$250K 0.14% 140