APA
IUSV icon

American Portfolios Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

American Portfolios Advisors’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 		$1.93M Buy
30,792
+958
+3% +$66.1K 0.08% 251
2022
Q2 		$2M Buy
29,834
+323
+1% +$23.2K 0.08% 248
2022
Q1 		$2.24M Buy
29,511
+4,088
+16% +$306K 0.08% 260
2021
Q4 		$1.94M Buy
25,423
+5,125
+25% +$380K 0.07% 289
2021
Q3 		$1.44M Buy
20,298
+1,553
+8% +$113K 0.05% 338
2021
Q2 		$1.35M Buy
18,745
+31
+0.2% +$2.23K 0.05% 339
2021
Q1 		$1.29M Buy
18,714
+4,692
+33% +$308K 0.06% 325
2020
Q4 		$872K Buy
14,022
+88
+0.6% +$5.16K 0.04% 382
2020
Q3 		$756K Sell
13,934
-2,008
-13% -$110K 0.04% 370
2020
Q2 		$833K Buy
15,942
+2,715
+21% +$139K 0.05% 311
2020
Q1 		$611K Buy
13,227
+2,505
+23% +$144K 0.05% 325
2019
Q4 		$676K Sell
10,722
-50
-0.5% -$3.02K 0.05% 341
2019
Q3 		$623K Buy
10,772
+291
+3% +$16.6K 0.05% 339
2019
Q2 		$594K Buy
10,481
+807
+8% +$45K 0.05% 345
2019
Q1 		$530K Buy
9,674
+3,324
+52% +$178K 0.05% 358
2018
Q4 		$312K Buy
6,350
+3,074
+94% +$163K 0.04% 403
2018
Q3 		$185K Buy
3,276
+1,840
+128% +$103K 0.02% 613
2018
Q2 		$77.1K Buy
1,436
+389
+37% +$21K 0.01% 906
2018
Q1 		$55.6K Sell
1,047
-871
-45% -$48.3K 0.01% 970
2017
Q4 		$106K Buy
+1,918
New +$103K 0.02% 707

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

American Portfolios Advisors's IUSV Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 3.2% in Q3 2022, buying an estimated $66.1K and bringing the position to 30,792 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #251.

American Portfolios Advisors first reported a position in IUSV in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.24M in Q1 2022. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • American Portfolios Advisors held 30,792 shares of iShares Core S&P US Value ETF worth $1.93M as of Q3 2022.
  • American Portfolios Advisors bought 958 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $66.1K.
  • iShares Core S&P US Value ETF made up 0.08% of American Portfolios Advisors's portfolio in Q3 2022, its #251 holding.
  • American Portfolios Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Core S&P US Value ETF position peaked at $2.24M in Q1 2022.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.