Koesten Hirschmann & Crabtree’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Sell	4,294 -300	-7%	-$31.5K	0.21%	22
2025 Q4	$471K	Hold	4,594	–	–	0.23%	23
2025 Q3	$459K	Hold	4,594	–	–	0.22%	22
2025 Q2	$435K	Sell	4,594 -410	-8%	-$37K	0.22%	22
2025 Q1	$462K	Hold	5,004	–	–	0.26%	19
2024 Q4	$463K	Sell	5,004 -30	-0.6%	-$2.88K	0.27%	20
2024 Q3	$481K	Sell	5,034 -130	-3%	-$12K	0.28%	20
2024 Q2	$467K	Hold	5,164	–	–	0.3%	20
2024 Q1	$467K	Sell	5,164 -1,962	-28%	-$169K	0.3%	20
2023 Q4	$601K	Buy	7,126 +120	+2%	+$9.35K	0.42%	17
2023 Q3	$523K	Sell	7,006 -281	-4%	-$22.1K	0.41%	17
2023 Q2	$570K	Sell	7,287 -453	-6%	-$33.8K	0.43%	17
2023 Q1	$571K	Hold	7,740	–	–	0.44%	18
2022 Q4	$547K	Buy	+7,740	New	+$538K	0.45%	18