Marino Stram & Associates’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
Sell
-2,956
Closed -$273K 177
2025
Q1
$273K Hold
2,956
0.06% 140
2024
Q4
$274K Buy
2,956
+54
+2% +$5K 0.06% 141
2024
Q3
$277K Buy
+2,902
New +$277K 0.06% 144