Salus Financial 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
2025
Q2
$18.7M Buy
197,166
+13,968
+8% +$1.32M 12.54% 2
2025
Q1
$16.9M Buy
183,198
+52,057
+40% +$4.8M 12.79% 2
2024
Q4
$12.1M Buy
+131,141
New +$12.1M 9.51% 4