United Advisor Group’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	$359K	Buy	3,798 +23	+0.6%	+$2.18K	0.06%	285
2025 Q1	$348K	Buy	3,775 +113	+3%	+$10.4K	0.07%	255
2024 Q4	$339K	Buy	3,662 +1,378	+60%	+$128K	0.07%	270
2024 Q3	$218K	Buy	+2,284	New	+$218K	0.05%	320