Northeast Planning Associates NH’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 Q1	–	Sell	-2,728	Closed	-$253K	–	51
2024 Q4	$253K	Buy	+2,728	New	+$253K	0.26%	41