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

Fortress Financial Group, LLC

$135 Billion
Q4 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 140,995 shares of IUSV stock, worth $14.3 Million. This represents 10.67% of its overall portfolio holdings.

Number of Shares

140,995

Previous 136,958 2.95%

Holding current value

$14.3 Million

Previous $13.7 Billion 5.62%

% of portfolio

10.67%

Previous 10.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$98.0 - $102.56 $395,626 - $414,034	4,037 Added 2.95%	140,995 $14.5 Billion
Q3 2025 Nov 06, 2025	BUY	$94.17 - $99.95 $414,536 - $439,979	4,402 Added 3.32%	136,958 $13.7 Billion
Q2 2025 Aug 14, 2025	SELL	$81.46 - $94.63 $691,188 - $802,935	-8,485 Reduced 6.02%	132,556 $12.5 Billion
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

840

Shares Held

192M

Call Options Held

Put Options Held

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

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