Monument Capital 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
2024 Q2	–	Sell	-36,916	Closed	-$3.34M	–	189
2024 Q1	$3.34M	Sell	36,916 -69,309	-65%	-$6.27M	0.96%	32
2023 Q4	$8.96M	Sell	106,225 -62,655	-37%	-$5.28M	2.88%	5
2023 Q3	$12.6M	Buy	168,880 +52,599	+45%	+$3.92M	4.23%	3
2023 Q2	$9.1M	Buy	+116,281	New	+$9.1M	2.9%	6