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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$251K	Buy
2025 Q2	$229K	Buy
2025 Q1	$216K	Buy
2024 Q4	$213K	Buy
2024 Q3	$219K	Buy