Larson Financial Group’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	$224K	Buy	2,187 +5	+0.2%	+$524	0.01%	685
2025 Q4	$224K	Buy	2,182 +693	+47%	+$70.3K	0.01%	669
2025 Q3	$149K	Buy	1,489 +22	+1%	+$2.14K	0.01%	772
2025 Q2	$139K	Sell	1,467 -27	-2%	-$2.44K	0.01%	747
2025 Q1	$138K	Buy	1,494 +39	+3%	+$3.66K	0.01%	704
2024 Q4	$135K	Buy	1,455 +8	+0.6%	+$769	0.01%	661
2024 Q3	$138K	Sell	1,447 -539	-27%	-$49.6K	0.01%	663
2024 Q2	$175K	Buy	1,986 +899	+83%	+$79.2K	0.01%	513
2024 Q1	$98.3K	Buy	1,087 +5	+0.5%	+$430	0.01%	545
2023 Q4	$91.2K	Sell	1,082 -40	-4%	-$3.12K	0.01%	505
2023 Q3	$83.7K	Buy	1,122 +94	+9%	+$7.38K	0.01%	486
2023 Q2	$80.5K	Hold	1,028	–	–	0.01%	453
2023 Q1	$75.8K	Sell	1,028 -86	-8%	-$6.33K	0.01%	469
2022 Q4	$78.7K	Hold	1,114	–	–	0.01%	438
2022 Q3	$70K	Hold	1,114	–	–	0.01%	398
2022 Q2	$75K	Sell	1,114 -3,539	-76%	-$254K	0.01%	294
2022 Q1	$353K	Buy	4,653 +3,511	+307%	+$263K	0.06%	139
2021 Q4	$87K	Buy	1,142 +28	+3%	+$2.08K	0.01%	296
2021 Q3	$79K	Buy	1,114 +943	+551%	+$68.5K	0.02%	235
2021 Q2	$12K	Hold	171	–	–	﹤0.01%	520
2021 Q1	$12K	Hold	171	–	–	﹤0.01%	504
2020 Q4	$11K	Hold	171	–	–	﹤0.01%	481
2020 Q3	$9K	Buy	+171	New	+$9.35K	﹤0.01%	448