PSA
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Plum Street Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Plum Street Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,192
Closed -$209K – 87
2024
Q3 		$209K Buy
+2,192
New +$209K 0.11% 81
2024
Q2 		– Sell
-2,192
Closed -$209K – 77
2024
Q1 		$209K Buy
+2,192
New +$209K 0.11% 81