Valley Forge Investment Consultants’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
2025
Q3
$2.53M Buy
2025
Q2
$2.34M Sell
2025
Q1
$2.28M Buy
2024
Q4
$2.28M Buy
2024
Q3
$2.34M Sell
2024
Q2
$2.19M Sell
2024
Q1
$2.35M Buy
2023
Q4
$814K Sell
2023
Q3
$2.51M Hold
2023
Q2
$2.63M Buy
2023
Q1
$2.47M Buy
2022
Q4
$2.37M Sell
2022
Q3
$2.45M Buy
2022
Q2
$2.6M Sell
2022
Q1
$3.07M Buy
2021
Q4
$3.01M Buy
2021
Q3
$1.85M Sell
2021
Q2
$2.83M Buy
2021
Q1
$2.7M Buy
2020
Q4
$2.36M Buy