Verum Partners’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
Q2
$202K Sell
2025
Q1
$217K Sell
2024
Q4
$274K Hold
2024
Q3
$282K Hold
2024
Q2
$260K Hold
2024
Q1
$267K Sell
2023
Q4
$362K Hold
2023
Q3
$321K Buy