WealthPlan Investment Management’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
2023 Q1	–	Sell	-5,679	Closed	-$434K	–	501
2022 Q4	$434K	Sell	5,679 -275	-5%	-$21K	0.03%	271
2022 Q3	$428K	Buy	+5,954	New	+$428K	0.03%	264
2022 Q1	$264K	Buy	+3,669	New	+$264K	0.02%	337