Angeles Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Angeles Investment 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 Q1	–	Sell	-2,672	Closed	-$204K	–	164
2021 Q4	$204K	Hold	2,672	–	–	0.01%	204
2021 Q3	$189K	Buy	+2,672	New	+$194K	0.01%	222
2021 Q2	–	Sell	-4,421	Closed	-$305K	–	130
2021 Q1	$305K	Buy	+4,421	New	+$290K	0.02%	89
2020 Q4	–	Sell	-7,902	Closed	-$429K	–	113
2020 Q3	$429K	Hold	7,902	–	–	0.05%	71
2020 Q2	$413K	Sell	7,902 -328	-4%	-$16.7K	0.06%	61
2020 Q1	$430K	Buy	+8,230	New	+$473K	0.12%	58

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Angeles Investment Advisors's IUSV Position: Q1 2022 in Review

Angeles Investment Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2022, closing a stake of 2,672 shares — an estimated $204K sold.

Angeles Investment Advisors first reported a position in IUSV in Q1 2020 and held it in 6 quarters. The position peaked at $430K in Q1 2020. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

Angeles Investment Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2022 after selling out during the quarter.
Angeles Investment Advisors sold 2,672 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $204K.
Angeles Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2020 and held it in 6 quarters.
Angeles Investment Advisors's iShares Core S&P US Value ETF position peaked at $430K in Q1 2020.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.