Wilbanks Smith & Thomas Asset 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
2024 Q1	$1.63M	Buy	18,074 +3,850	+27%	+$348K	0.05%	183
2023 Q4	$1.2M	Buy	+14,224	New	+$1.2M	0.04%	203
2018 Q4	–	Sell	-2,631	Closed	-$148K	–	835
2018 Q3	$148K	Buy	+2,631	New	+$148K	0.01%	452