Independence Financial 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
2025
Q2
$11.9M Sell
125,915
-248,490
-66% -$23.5M 4.63% 6
2025
Q1
$34.6M Buy
+374,405
New +$34.6M 13.14% 2