SC&H Financial 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	$315K	Sell	3,080 -15	-0.5%	-$1.57K	0.05%	121
2025 Q4	$317K	Buy	3,095 +12	+0.4%	+$1.22K	0.05%	120
2025 Q3	$308K	Buy	3,083 +10	+0.3%	+$973	0.05%	119
2025 Q2	$291K	Sell	3,073 -38	-1%	-$3.43K	0.05%	117
2025 Q1	$287K	Buy	3,111 +9	+0.3%	+$845	0.06%	117
2024 Q4	$287K	Buy	3,102 +12	+0.4%	+$1.15K	0.06%	117
2024 Q3	$295K	Sell	3,090 -307	-9%	-$28.2K	0.06%	121
2024 Q2	$299K	Buy	3,397 +12	+0.4%	+$1.06K	0.07%	116
2024 Q1	$306K	Buy	3,385 +12	+0.4%	+$1.03K	0.08%	113
2023 Q4	$284K	Buy	3,373 +26	+0.8%	+$2.02K	0.08%	112
2023 Q3	$250K	Hold	3,347	–	–	0.08%	118
2023 Q2	$262K	Sell	3,347 -195	-6%	-$14.6K	0.09%	118
2023 Q1	$261K	Buy	+3,542	New	+$261K	0.1%	117
2022 Q2	–	Sell	-2,651	Closed	-$201K	–	150
2022 Q1	$201K	Buy	+2,651	New	+$199K	0.1%	148