Realta Investment Advisors’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	$3.48K	Sell	34 -179	-84%	-$18.8K	﹤0.01%	341
2025 Q4	$21.8K	Buy	213 +179	+526%	+$18.1K	0.01%	275
2025 Q3	$3.4K	Sell	34 -179	-84%	-$17.4K	﹤0.01%	306
2025 Q2	$20.2K	Hold	213	–	–	0.01%	253
2025 Q1	$19.7K	Buy	213 +179	+526%	+$16.8K	0.01%	260
2024 Q4	$3.16K	Hold	34	–	–	﹤0.01%	318
2024 Q3	$3.29K	Sell	34 -1	-3%	-$92	﹤0.01%	329
2024 Q2	$3.08K	Sell	35 -85	-71%	-$7.49K	﹤0.01%	751
2024 Q1	$10.9K	Buy	+120	New	+$10.3K	﹤0.01%	693
2023 Q4	–	Sell	-119	Closed	-$9.29K	–	608
2023 Q3	$9.29K	Hold	119	–	–	﹤0.01%	678
2023 Q2	$9.29K	Buy	+119	New	+$8.89K	﹤0.01%	731
2023 Q1	–	Sell	-393	Closed	-$27.8K	–	620
2022 Q4	$27.8K	Buy	393 +275	+233%	+$19.1K	0.01%	614
2022 Q3	$7K	Buy	+118	New	+$8.15K	﹤0.01%	728
2019 Q4	–	Sell	-55	Closed	-$3K	–	1633
2019 Q3	$3K	Buy	55 +1	+2%	+$57	﹤0.01%	1438
2019 Q2	$3K	Buy	+54	New	+$3.01K	﹤0.01%	1489