Simon Quick Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Simon Quick Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$204K	Buy
2019 Q2	–	Sell
2019 Q1	$1K	Buy
2017 Q4	–	Sell
2017 Q3	$13K	Buy
2017 Q2	–	Sell
2017 Q1	$13K	Buy