New Century Financial Group’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	$287K	Buy	3,037 +428	+16%	+$40.5K	0.34%	69
2025 Q1	$241K	Sell	2,609 -581	-18%	-$53.6K	0.28%	111
2024 Q4	$296K	Buy	3,190 +162	+5%	+$15K	0.13%	215
2024 Q3	$289K	Buy	3,028 +181	+6%	+$17.3K	0.11%	239
2024 Q2	$251K	Buy	+2,847	New	+$251K	0.11%	233