XY Planning Network’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
$2.13M Sell
22,509
-254
-1% -$24K 0.73% 39
2025
Q1
$2.1M Buy
22,763
+34
+0.1% +$3.14K 1.4% 19
2024
Q4
$2.1M Buy
+22,729
New +$2.1M 1.58% 19