Pure Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Pure Financial 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
2025 Q2	$870K	Buy	9,197 +495	+6%	+$46.8K	0.02%	215
2025 Q1	$803K	Buy	8,702 +155	+2%	+$14.3K	0.02%	190
2024 Q4	$791K	Sell	8,547 -94	-1%	-$8.7K	0.02%	177
2024 Q3	$825K	Buy	8,641 +228	+3%	+$21.8K	0.02%	164
2024 Q2	$741K	Sell	8,413 -62	-0.7%	-$5.46K	0.02%	166
2024 Q1	$766K	Sell	8,475 -400	-5%	-$36.2K	0.02%	162
2023 Q4	$748K	Buy	8,875 +337	+4%	+$28.4K	0.03%	158
2023 Q3	$637K	Hold	8,538	–	–	0.03%	151
2023 Q2	$668K	Hold	8,538	–	–	0.03%	144
2023 Q1	$630K	Hold	8,538	–	–	0.03%	148
2022 Q4	$603K	Hold	8,538	–	–	0.03%	144
2022 Q3	$535K	Hold	8,538	–	–	0.03%	148
2022 Q2	$571K	Hold	8,538	–	–	0.04%	142
2022 Q1	$648K	Sell	8,538 -32	-0.4%	-$2.43K	0.03%	135
2021 Q4	$654K	Hold	8,570	–	–	0.03%	126
2021 Q3	$607K	Sell	8,570 -234	-3%	-$16.6K	0.05%	123
2021 Q2	$634K	Buy	8,804 +60	+0.7%	+$4.32K	0.05%	119
2021 Q1	$602K	Hold	8,744	–	–	0.06%	113
2020 Q4	$544K	Sell	8,744 -1,019	-10%	-$63.4K	0.07%	115
2020 Q3	$530K	Hold	9,763	–	–	0.08%	99
2020 Q2	$510K	Sell	9,763 -4,506	-32%	-$235K	0.08%	92
2020 Q1	$659K	Sell	14,269 -9,196	-39%	-$425K	0.11%	79
2019 Q4	$1.48M	Sell	23,465 -933	-4%	-$58.8K	0.25%	55
2019 Q3	$1.41M	Sell	24,398 -219	-0.9%	-$12.7K	0.25%	54
2019 Q2	$1.4M	Buy	24,617 +1	+0%	+$57	0.25%	54
2019 Q1	$1.35M	Buy	24,616 +2,714	+12%	+$149K	0.25%	55
2018 Q4	$1.08M	Buy	21,902 +12,158	+125%	+$597K	0.22%	55
2018 Q3	$549K	Buy	+9,744	New	+$549K	0.12%	83
2017 Q4	–	Sell	-9,844	Closed	-$515K	–	46
2017 Q3	$515K	Hold	9,844	–	–	0.13%	68
2017 Q2	$501K	Hold	9,844	–	–	0.14%	70
2017 Q1	$497K	Sell	9,844 -300	-3%	-$15.1K	0.14%	64
2016 Q4	$498K	Buy	10,144 +2,862	+39%	+$141K	0.15%	60
2016 Q3	$336K	Sell	7,282 -1,397	-16%	-$64.5K	0.11%	75
2016 Q2	$388K	Buy	8,679 +66	+0.8%	+$2.95K	0.13%	65
2016 Q1	$371K	Buy	+8,613	New	+$371K	0.13%	65