Heritage Oak Wealth Advisors’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
2024 Q4	–	Sell	-27,115	Closed	-$2.59M	–	121
2024 Q3	$2.59M	Buy	+27,115	New	+$2.59M	1.19%	24