LRI Investments’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
2025
Q3
$370K Hold
2025
Q2
$350K Hold
2025
Q1
$342K Hold
2024
Q4
$343K Hold
2024
Q3
$359K Hold
2024
Q2
$326K Hold
2024
Q1
$335K Buy