Mowery & Schoenfeld Wealth 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
2025 Q2	–	Sell	-953	Closed	-$88K	–	427
2025 Q1	$88K	Buy	+953	New	+$88K	0.17%	87