Leavell Investment Management’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	$343K	Hold	3,623	–	–	0.02%	469
2025 Q1	$334K	Sell	3,623 -40	-1%	-$3.69K	0.02%	452
2024 Q4	$339K	Sell	3,663 -51	-1%	-$4.72K	0.02%	448
2024 Q3	$355K	Buy	3,714 +1,240	+50%	+$118K	0.02%	444
2024 Q2	$218K	Buy	+2,474	New	+$218K	0.01%	483