World Investment 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
2026 Q1	$1.02M	Buy	9,930 +35	+0.4%	+$3.67K	0.02%	705
2025 Q4	$1.01M	Buy	9,895 +303	+3%	+$30.7K	0.02%	678
2025 Q3	$959K	Buy	9,592 +22	+0.2%	+$2.14K	0.02%	578
2025 Q2	$906K	Sell	9,570 -706	-7%	-$63.7K	0.02%	545
2025 Q1	$948K	Sell	10,276 -155	-1%	-$14.5K	0.02%	526
2024 Q4	$966K	Sell	10,431 -71	-0.7%	-$6.83K	0.03%	479
2024 Q3	$1M	Buy	10,502 +6,757	+180%	+$621K	0.03%	426
2024 Q2	$330K	Hold	3,745	–	–	0.02%	478
2024 Q1	$339K	Buy	3,745 +1,100	+42%	+$94.7K	0.05%	285
2023 Q4	$223K	Buy	+2,645	New	+$206K	0.03%	349
2023 Q3	–	Sell	-2,645	Closed	-$207K	–	274
2023 Q2	$207K	Buy	+2,645	New	+$198K	0.04%	242
2022 Q2	–	Sell	-2,645	Closed	-$201K	–	273
2022 Q1	$201K	Buy	+2,645	New	+$198K	0.04%	259