Waterloo Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Waterloo Capital’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$627K	Sell
2025 Q1	$644K	Sell
2024 Q4	$662K	Sell
2024 Q3	$685K	Buy
2024 Q2	$614K	Sell
2024 Q1	$687K	Buy
2023 Q4	$581K	Buy