McGlone Suttner Wealth Management’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
2026 Q1	$66.8M	Buy	653,302 +9,428	+1%	+$989K	8.85%	2
2025 Q4	$66M	Buy	643,874 +18,727	+3%	+$1.9M	8.88%	2
2025 Q3	$62.5M	Buy	625,147 +11,659	+2%	+$1.13M	8.74%	2
2025 Q2	$58.1M	Buy	613,488 +19,390	+3%	+$1.75M	8.77%	2
2025 Q1	$54.8M	Buy	594,098 +13,675	+2%	+$1.28M	9%	2
2024 Q4	$53.7M	Buy	580,423 +137,695	+31%	+$13.2M	8.97%	2
2024 Q3	$42.3M	Sell	442,728 -97,408	-18%	-$8.96M	8.79%	2
2024 Q2	$45.5M	Sell	540,136 -3,490	-0.6%	-$308K	9.36%	2
2024 Q1	$49.2M	Buy	543,626 +3,490	+0.6%	+$300K	9.22%	2
2023 Q4	$45.5M	Buy	540,136 +6,285	+1%	+$489K	9%	2
2023 Q3	$39.8M	Buy	533,851 +25,787	+5%	+$2.02M	9.23%	2
2023 Q2	$39.8M	Buy	508,064 +39,753	+8%	+$2.97M	9.08%	2
2023 Q1	$34.6M	Buy	468,311 +97,299	+26%	+$7.17M	8.88%	2
2022 Q4	$26.2M	Buy	+371,012	New	+$25.8M	8.31%	2