Kingswood Wealth 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	$670K	Buy	7,082 +2,000	+39%	+$189K	0.05%	344
2025 Q1	$469K	Sell	5,082 -3,957	-44%	-$365K	0.04%	413
2024 Q4	$837K	Buy	+9,039	New	+$837K	0.06%	312