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

Alaethes 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
2022
Q1 		– Sell
-459
Closed -$35K – 313
2021
Q4 		$35K Buy
+459
New +$34K 0.02% 147

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Alaethes Wealth's IUSV Position: Q1 2022 in Review

Alaethes Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2022, closing a stake of 459 shares — an estimated $35K sold.

Alaethes Wealth first reported a position in IUSV in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

  • Alaethes Wealth reported no remaining iShares Core S&P US Value ETF position as of Q1 2022 after selling out during the quarter.
  • Alaethes Wealth sold 459 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $35K.
  • Alaethes Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 1 quarter.
  • Alaethes Wealth's iShares Core S&P US Value ETF position peaked at $35K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on Alaethes Wealth's 13F filing for Q1 2022, filed 16 May 2022.