Innovative Wealth Building’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
$702K Sell
7,418
-6,414
-46% -$607K 0.58% 31
2025
Q1
$1.28M Sell
13,832
-17
-0.1% -$1.57K 1.18% 19
2024
Q4
$1.28M Buy
+13,849
New +$1.28M 1.16% 19