Rise Advisors’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
2023 Q4	–	Sell	-39	Closed	-$2.88K	–	658
2023 Q3	$2.88K	Hold	39	–	–	﹤0.01%	427
2023 Q2	$3.02K	Buy	39 +1	+3%	+$77	﹤0.01%	469
2023 Q1	$2.84K	Sell	38 -339	-90%	-$25.3K	﹤0.01%	528
2022 Q4	$26.6K	Buy	+377	New	+$26.6K	0.02%	215