Peninsula Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.16M	Buy	12,476 +2,033	+19%	+$188K	0.2%	48
2024 Q3	$1.02M	Sell	10,443 -125	-1%	-$12.2K	0.18%	53
2024 Q2	$952K	Buy	10,568 +8,160	+339%	+$735K	0.18%	51
2024 Q1	$218K	Buy	+2,408	New	+$218K	0.04%	90