Keystone Financial Group (Georgia)’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
$165K Buy
1,727
+8
+0.5% +$765 0.11% 60
2025
Q1
$153K Buy
1,719
+7
+0.4% +$622 0.11% 60
2024
Q4
$158K Buy
+1,712
New +$158K 0.13% 69