Nadler Financial Group’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	$46.4M	Sell	453,426 -4,909	-1%	-$515K	4.47%	11
2025 Q4	$47M	Buy	458,335 +11,503	+3%	+$1.17M	4.37%	10
2025 Q3	$44.7M	Buy	446,832 +36,500	+9%	+$3.55M	4.26%	9
2025 Q2	$38.8M	Buy	410,332 +2,605	+0.6%	+$235K	3.98%	10
2025 Q1	$37.6M	Buy	407,727 +1,514	+0.4%	+$142K	4.17%	11
2024 Q4	$37.6M	Buy	406,213 +13,803	+4%	+$1.33M	3.96%	12
2024 Q3	$37.5M	Buy	392,410 +3,340	+0.9%	+$307K	4.13%	12
2024 Q2	$34.3M	Buy	389,070 +10,541	+3%	+$929K	4.03%	12
2024 Q1	$34.2M	Buy	378,529 +14,910	+4%	+$1.28M	4.22%	11
2023 Q4	$30.7M	Buy	363,619 +26,906	+8%	+$2.1M	4.13%	12
2023 Q3	$25.1M	Buy	336,713 +24,335	+8%	+$1.91M	3.81%	13
2023 Q2	$24.4M	Buy	312,378 +163,279	+110%	+$12.2M	3.57%	13
2023 Q1	$11M	Buy	+149,099	New	+$11M	1.75%	16