OBWG

Onyx Bridge Wealth Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Buy	+2,131	New	+$202K	0.03%	290
2022 Q3	–	Sell	-3,248	Closed	-$223K	–	189
2022 Q2	$223K	Hold	3,248	–	–	0.1%	131
2022 Q1	$237K	Buy	+3,248	New	+$237K	0.09%	124