Petix & Botte Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.7M	Sell	71,297 -81,174	-53%	-$8.51M	3.29%	7
2025 Q4	$15.6M	Sell	152,471 -21,981	-13%	-$2.23M	3.55%	6
2025 Q3	$17.4M	Sell	174,452 -14,656	-8%	-$1.43M	4.02%	4
2025 Q2	$17.9M	Sell	189,108 -9,154	-5%	-$826K	4.39%	4
2025 Q1	$18.3M	Sell	198,262 -24,560	-11%	-$2.3M	4.82%	3
2024 Q4	$20.6M	Sell	222,822 -81,407	-27%	-$7.83M	5.43%	2
2024 Q3	$29.1M	Buy	304,229 +3,336	+1%	+$307K	7.73%	2
2024 Q2	$26.5M	Buy	300,893 +146,464	+95%	+$12.9M	7.51%	2
2024 Q1	$14M	Sell	154,429 -155,927	-50%	-$13.4M	3.47%	6
2023 Q4	$26.2M	Buy	310,356 +420	+0.1%	+$32.7K	7.7%	2
2023 Q3	$23.1M	Buy	309,936 +5,371	+2%	+$422K	7.29%	2
2023 Q2	$23.8M	Buy	304,565 +157,740	+107%	+$11.8M	7.4%	2
2023 Q1	$10.8M	Buy	+146,825	New	+$10.8M	7.3%	2
2022 Q3	$8.84M	Sell	141,210 -568	-0.4%	-$39.2K	6.73%	4
2022 Q2	$9.48M	Sell	141,778 -147,299	-51%	-$10.6M	6.98%	4
2022 Q1	$21.9M	Buy	289,077 +152,162	+111%	+$11.4M	6.76%	2
2021 Q4	$10.5M	Sell	136,915 -113,260	-45%	-$8.4M	6.65%	2
2021 Q3	$17.7M	Buy	250,175 +139,313	+126%	+$10.1M	6.01%	3
2021 Q2	$7.98M	Buy	110,862 +4,263	+4%	+$307K	5.56%	3
2021 Q1	$7.34M	Buy	106,599 +3,696	+4%	+$243K	5.43%	4
2020 Q4	$6.4M	Buy	102,903 +1,505	+1%	+$88.2K	4.79%	5
2020 Q3	$5.5M	Sell	101,398 -94,901	-48%	-$5.19M	4.39%	5
2020 Q2	$5.22M	Buy	196,299 +102,515	+109%	+$5.23M	4.3%	5
2020 Q1	$4.33M	Buy	93,784 +6,747	+8%	+$388K	4.22%	6
2019 Q4	$5.49M	Buy	+87,037	New	+$5.25M	4.32%	5