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

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