Marotta Asset 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
2020 Q3	–	Sell	-4,374	Closed	-$228K	–	81
2020 Q2	$228K	Sell	4,374 -3,311	-43%	-$173K	0.07%	74
2020 Q1	$338K	Sell	7,685 -1,317	-15%	-$58K	0.13%	60
2019 Q4	$553K	Buy	+9,002	New	+$553K	0.17%	53