Zuckerman Investment Group’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	$9.05M	Buy	88,535 +5,479	+7%	+$575K	0.85%	41
2025 Q4	$8.52M	Buy	83,056 +5,553	+7%	+$563K	0.76%	43
2025 Q3	$7.75M	Buy	77,503 +1,678	+2%	+$163K	0.72%	44
2025 Q2	$7.18M	Buy	75,825 +13,999	+23%	+$1.26M	0.7%	44
2025 Q1	$5.71M	Buy	61,826 +1,896	+3%	+$178K	0.61%	48
2024 Q4	$5.68M	Buy	59,930 +5,476	+10%	+$527K	0.55%	48
2024 Q3	$5.2M	Sell	54,454 -569	-1%	-$52.3K	0.53%	47
2024 Q2	$4.85M	Buy	55,023 +11,685	+27%	+$1.03M	0.56%	45
2024 Q1	$3.92M	Buy	43,338 +3,016	+7%	+$260K	0.44%	47
2023 Q4	$3.4M	Buy	40,322 +3,864	+11%	+$301K	0.44%	49
2023 Q3	$2.72M	Buy	36,458 +4,973	+16%	+$390K	0.39%	49
2023 Q2	$2.46M	Buy	31,485 +953	+3%	+$71.2K	0.35%	48
2023 Q1	$2.25M	Sell	30,532 -996	-3%	-$73.4K	0.34%	49
2022 Q4	$2.23M	Buy	31,528 +613	+2%	+$42.6K	0.35%	51
2022 Q3	$1.94M	Buy	30,915 +2,749	+10%	+$190K	0.36%	48
2022 Q2	$1.88M	Buy	28,166 +820	+3%	+$58.9K	0.34%	51
2022 Q1	$2.08M	Buy	27,346 +4,186	+18%	+$314K	0.33%	51
2021 Q4	$1.77M	Buy	23,160 +1,319	+6%	+$97.8K	0.27%	54
2021 Q3	$1.55M	Buy	21,841 +1	+0%	+$73	0.26%	56
2021 Q2	$1.57M	Buy	21,840 +4,372	+25%	+$314K	0.25%	55
2021 Q1	$1.2M	Buy	17,468 +7,019	+67%	+$461K	0.2%	56
2020 Q4	$650K	Buy	10,449 +3,848	+58%	+$225K	0.12%	61
2020 Q3	$358K	Buy	6,601 +877	+15%	+$47.9K	0.08%	61
2020 Q2	$299K	Buy	+5,724	New	+$292K	0.07%	64