ARC
IUSV icon

Advisor Resource Council’s iShares Core S&P US Value ETF IUSV Stock Holding History

Advisor Resource Council’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
2022
Q3 		– Sell
-4,717
Closed -$315K – 316
2022
Q2 		$315K Buy
+4,717
New +$339K 0.03% 371
2022
Q1 		– Sell
-4,226
Closed -$322K – 366
2021
Q4 		$322K Buy
+4,226
New +$313K 0.03% 418

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisor Resource Council's IUSV Position: Q3 2022 in Review

Advisor Resource Council sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 4,717 shares — an estimated $315K sold.

Advisor Resource Council first reported a position in IUSV in Q4 2021 and held it in 2 quarters. The position peaked at $322K in Q4 2021. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • Advisor Resource Council reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 4,717 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $315K.
  • Advisor Resource Council first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 2 quarters.
  • Advisor Resource Council's iShares Core S&P US Value ETF position peaked at $322K in Q4 2021.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.