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Oak Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Oak Asset Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$229K Buy
2,423
+81
+3% +$7.67K 0.08% 98
2025
Q1 		$216K Buy
2,342
+37
+2% +$3.42K 0.08% 99
2024
Q4 		$213K Buy
2,305
+13
+0.6% +$1.2K 0.08% 101
2024
Q3 		$219K Buy
+2,292
New +$219K 0.08% 103