Pathstone Family Office’s iShares Core S&P US Value ETF IUSV Stock Holding History

Pathstone Family Office’s Portfolio IUSV Stock Details IUSV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$705K	Buy
2023 Q2	$391K	Buy
2023 Q1	$367K	Sell
2022 Q4	$700K	Buy
2022 Q3	$618K	Buy