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

Triad Financial 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
2023 Q2	–	Sell
2023 Q1	$398K	Hold
2022 Q4	$381K	Buy
2022 Q3	$312K	Hold
2022 Q2	$334K	Sell
2022 Q1	$407K	Sell
2021 Q4	$493K	Buy