Morton Brown Family Wealth’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	$59.1K	Hold	578	–	–	0.02%	111
2025 Q4	$59.3K	Hold	578	–	–	0.02%	107
2025 Q3	$57.8K	Hold	578	–	–	0.02%	101
2025 Q2	$54.7K	Hold	578	–	–	0.02%	100
2025 Q1	$53.3K	Hold	578	–	–	0.02%	99
2024 Q4	$53.5K	Sell	578 -212	-27%	-$20.4K	0.02%	102
2024 Q3	$75.4K	Hold	790	–	–	0.03%	82
2024 Q2	$72.1K	Hold	790	–	–	0.03%	81
2024 Q1	$71.4K	Hold	790	–	–	0.03%	77
2023 Q4	$66.6K	Sell	790 -659	-45%	-$51.3K	0.03%	84
2023 Q3	$108K	Hold	1,449	–	–	0.06%	55
2023 Q2	$113K	Hold	1,449	–	–	0.06%	57
2023 Q1	$107K	Hold	1,449	–	–	0.06%	60
2022 Q4	$102K	Hold	1,449	–	–	0.07%	62
2022 Q3	$91K	Hold	1,449	–	–	0.07%	58
2022 Q2	$97K	Hold	1,449	–	–	0.08%	54
2022 Q1	$110K	Hold	1,449	–	–	0.08%	54
2021 Q4	$111K	Buy	+1,449	New	+$107K	0.09%	56