Impact Partnership Wealth’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
2025 Q2	$497K	Sell	5,247 -984	-16%	-$93.1K	0.09%	139
2025 Q1	$575K	Buy	6,231 +790	+15%	+$72.9K	0.12%	93
2024 Q4	$504K	Buy	+5,441	New	+$504K	0.1%	125
2023 Q3	–	Sell	-72	Closed	-$5.64K	–	1115
2023 Q2	$5.64K	Buy	+72	New	+$5.64K	﹤0.01%	485