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

Safeguard Financial’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$424K	Hold
2024 Q4	$426K	Hold
2024 Q3	$439K	Hold
2024 Q2	$405K	Hold
2024 Q1	$416K	Hold
2023 Q4	$388K	Buy
2023 Q3	–	Sell
2023 Q2	$156K	Buy
2023 Q1	–	Sell
2022 Q4	$263K	Buy