Holistic Financial Partners’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
2018 Q2	–	Sell	-1,140	Closed	-$61K	–	201
2018 Q1	$61K	Hold	1,140	–	–	0.05%	168
2017 Q4	$63K	Buy	+1,140	New	+$63K	0.05%	164