William Howard & Co Financial Advisors’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
2025 Q2	$762K	Sell	8,056 -464	-5%	-$43.9K	0.67%	25
2025 Q1	$786K	Hold	8,520	–	–	0.74%	23
2024 Q4	$789K	Hold	8,520	–	–	0.71%	25
2024 Q3	$814K	Hold	8,520	–	–	0.69%	23
2024 Q2	$751K	Hold	8,520	–	–	0.69%	22
2024 Q1	$771K	Buy	+8,520	New	+$771K	0.72%	22