Wealth Management 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
2026 Q1	$4.1M	Buy	40,127 +17	+0%	+$1.78K	1.17%	19
2025 Q4	$4.11M	Sell	40,110 -723	-2%	-$73.3K	1.17%	18
2025 Q3	$4.08M	Buy	40,833 +795	+2%	+$77.4K	1.3%	17
2025 Q2	$3.83M	Buy	40,038 +223	+0.6%	+$20.1K	1.35%	13
2025 Q1	$3.67M	Buy	39,815 +230	+0.6%	+$21.6K	1.7%	13
2024 Q4	$3.67M	Sell	39,585 -3,031	-7%	-$292K	1.58%	14
2024 Q3	$4.07M	Sell	42,616 -634	-1%	-$58.3K	1.89%	12
2024 Q2	$3.81M	Buy	43,250 +483	+1%	+$42.6K	1.85%	13
2024 Q1	$3.87M	Sell	42,767 -910	-2%	-$78.3K	1.96%	12
2023 Q4	$3.68M	Buy	43,677 +429	+1%	+$33.4K	2.05%	12
2023 Q3	$3.23M	Buy	43,248 +6,176	+17%	+$485K	2.01%	13
2023 Q2	$2.9M	Sell	37,072 -18	-0%	-$1.34K	1.82%	15
2023 Q1	$2.74M	Sell	37,090 -910	-2%	-$67K	1.91%	15
2022 Q4	$2.69M	Buy	38,000 +1,000	+3%	+$69.5K	2.24%	13
2022 Q3	$2.38M	Buy	37,000 +2,000	+6%	+$138K	2.09%	14
2022 Q2	$2.3M	Sell	35,000 -4,000	-10%	-$287K	2.01%	14
2022 Q1	$2.99M	Buy	39,000 +2,000	+5%	+$150K	2.13%	13
2021 Q4	$2.8M	Buy	37,000 +1,509	+4%	+$112K	1.92%	15
2021 Q3	$2.52M	Buy	35,491 +2,211	+7%	+$161K	1.87%	14
2021 Q2	$2.4M	Buy	33,280 +8,210	+33%	+$590K	1.67%	17
2021 Q1	$1.75M	Buy	25,070 +3,640	+17%	+$239K	1.31%	20
2020 Q4	$1.35M	Buy	+21,430	New	+$1.26M	1.06%	20