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American National Bank & Trust’s iShares Core S&P US Value ETF IUSV Stock Holding History

American National Bank & Trust’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
Q4 		– Sell
-922
Closed -$88K – 537
2024
Q3 		$88K Hold
922
– – 0.01% 265
2024
Q2 		$81.3K Hold
922
– – 0.01% 279
2024
Q1 		$83.4K Hold
922
– – 0.01% 264
2023
Q4 		$77.8K Hold
922
– – 0.01% 249
2023
Q3 		$68.8K Hold
922
– – 0.01% 256
2023
Q2 		$72.2K Hold
922
– – 0.01% 250
2023
Q1 		$68K Hold
922
– – 0.01% 242
2022
Q4 		$65K Hold
922
– – 0.01% 222
2022
Q3 		$58K Buy
+922
New +$63.6K 0.01% 202

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 $9.54B AUM 19.86% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

American National Bank & Trust's IUSV Position: Q4 2024 in Review

American National Bank & Trust sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 922 shares — an estimated $88K sold.

American National Bank & Trust first reported a position in IUSV in Q3 2022 and held it in 9 quarters. The position peaked at $88K in Q3 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • American National Bank & Trust reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • American National Bank & Trust sold 922 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $88K.
  • American National Bank & Trust first reported a position in iShares Core S&P US Value ETF in Q3 2022 and held it in 9 quarters.
  • American National Bank & Trust's iShares Core S&P US Value ETF position peaked at $88K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on American National Bank & Trust's 13F filing for Q4 2024, filed 15 Jan 2025.