Lutz Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Lutz Financial Services’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.4M	Sell	111,571 -773	-0.7%	-$81.1K	0.77%	35
2025 Q4	$11.5M	Sell	112,344 -926	-0.8%	-$93.9K	0.78%	35
2025 Q3	$11.3M	Sell	113,270 -149	-0.1%	-$14.5K	0.82%	34
2025 Q2	$10.7M	Buy	113,419 +2,097	+2%	+$189K	0.83%	34
2025 Q1	$10.3M	Sell	111,322 -1,997	-2%	-$187K	0.84%	31
2024 Q4	$10.5M	Sell	113,319 -953	-0.8%	-$91.7K	0.85%	32
2024 Q3	$10.9M	Sell	114,272 -4,585	-4%	-$422K	0.89%	32
2024 Q2	$10.5M	Sell	118,857 -11,398	-9%	-$1M	0.91%	31
2024 Q1	$11.8M	Sell	130,255 -972	-0.7%	-$83.7K	1.03%	29
2023 Q4	$11.1M	Buy	131,227 +52	+0%	+$4.05K	1.04%	29
2023 Q3	$9.79M	Sell	131,175 -11,320	-8%	-$888K	1.07%	25
2023 Q2	$11.2M	Sell	142,495 -837	-0.6%	-$62.5K	1.2%	25
2023 Q1	$10.6M	Sell	143,332 -3,374	-2%	-$248K	1.21%	26
2022 Q4	$10.4M	Sell	146,706 -6,177	-4%	-$430K	1.27%	25
2022 Q3	$9.57M	Sell	152,883 -38,214	-20%	-$2.64M	1.31%	23
2022 Q2	$12.8M	Buy	191,097 +46,182	+32%	+$3.32M	1.7%	18
2022 Q1	$11M	Sell	144,915 -200	-0.1%	-$15K	1.36%	25
2021 Q4	$11.1M	Buy	145,115 +942	+0.7%	+$69.9K	1.36%	24
2021 Q3	$10.2M	Buy	144,173 +9,551	+7%	+$694K	1.33%	24
2021 Q2	$9.69M	Sell	134,622 -2,440	-2%	-$175K	1.29%	25
2021 Q1	$9.44M	Buy	137,062 +3,045	+2%	+$200K	1.4%	24
2020 Q4	$8.34M	Buy	134,017 +1,057	+0.8%	+$61.9K	1.37%	24
2020 Q3	$7.22M	Sell	132,960 -280	-0.2%	-$15.3K	1.39%	22
2020 Q2	$6.96M	Sell	133,240 -38,211	-22%	-$1.95M	1.42%	22
2020 Q1	$7.92M	Buy	171,451 +130,297	+317%	+$7.49M	1.76%	18
2019 Q4	$2.59M	Buy	41,154 +398	+1%	+$24K	0.46%	37
2019 Q3	$2.36M	Sell	40,756 -641	-2%	-$36.5K	0.45%	37
2019 Q2	$2.35M	Buy	41,397 +1,265	+3%	+$70.5K	0.46%	34
2019 Q1	$2.2M	Buy	40,132 +1,756	+5%	+$93.8K	0.45%	32
2018 Q4	$1.88M	Buy	+38,376	New	+$2.04M	0.42%	34