Holistic Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Holistic Planning’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Hold
2025 Q1	$1.61M	Hold
2024 Q4	$1.62M	Sell
2024 Q3	$1.94M	Buy
2024 Q2	$1.84M	Sell
2024 Q1	$1.9M	Sell
2023 Q4	$1.87M	Buy