Acima Private Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Acima Private Wealth’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-19	Closed	-$1.6K	–	213
2023 Q4	$1.6K	Hold	19	–	–	﹤0.01%	235
2023 Q3	$1.42K	Hold	19	–	–	﹤0.01%	245
2023 Q2	$1.49K	Hold	19	–	–	﹤0.01%	256
2023 Q1	$1.4K	Buy	+19	New	+$1.4K	﹤0.01%	275

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acima Private Wealth's IUSV Position: Q1 2024 in Review

Acima Private Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 19 shares — an estimated $1.6K sold.

Acima Private Wealth first reported a position in IUSV in Q1 2023 and held it in 4 quarters. The position peaked at $1.6K in Q4 2023. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

Acima Private Wealth reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
Acima Private Wealth sold 19 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $1.6K.
Acima Private Wealth first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 4 quarters.
Acima Private Wealth's iShares Core S&P US Value ETF position peaked at $1.6K in Q4 2023.
635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.