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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$805K Hold
2025
Q2
$762K Sell
2025
Q1
$786K Hold
2024
Q4
$789K Hold
2024
Q3
$814K Hold
2024
Q2
$751K Hold
2024
Q1
$771K Buy