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

Occidental 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 Q2	$818K	Sell
2025 Q1	$1.64M	Buy
2024 Q4	$1.12M	Sell
2024 Q3	$1.88M	Buy
2024 Q2	$820K	Sell
2024 Q1	$1.79M	Buy
2023 Q4	$1.31M	Sell
2023 Q3	$2.02M	Buy
2023 Q2	$1.4M	Buy