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

Oak Point Wealth Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$736K Buy
14,156
+3,674
+35% +$191K 0.75% 43
2017
Q4 		$574K Buy
+10,482
New +$574K 0.57% 48