Fortress Financial Group, LLC Ishares Core S&P U.S. Value Et Transaction History

Fortress Financial Group, LLC

$100 Billion
Q1 2025

A detailed history of Fortress Financial Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Fortress Financial Group, LLC holds 141,041 shares of IUSV stock, worth $12.9 Million. This represents 12.99% of its overall portfolio holdings.

Number of Shares

141,041

Previous 134,200 5.1%

Holding current value

$12.9 Million

Previous $12.4 Billion 4.76%

% of portfolio

12.99%

Previous 12.35%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	BUY	$90.0 - $96.32 $615,690 - $658,925	6,841 Added 5.1%	141,041 $13 Billion
Q4 2024 Feb 05, 2025	BUY	$91.94 - $100.02 $12.3 Million - $13.4 Million	134,200 New	134,200 $12.4 Billion

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

180M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Fortress Financial Group, LLC Ishares Core S&P U.S. Value Et Transaction History