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

Roxbury Financial’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 		$284K Buy
3,005
+84
+3% +$7.95K 0.28% 68
2025
Q1 		$279K Sell
2,921
-41
-1% -$3.92K 0.27% 72
2024
Q4 		$296K Buy
+2,962
New +$296K 0.29% 69