Ausdal Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ausdal Financial Partners’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 Q4	–	Sell	-32,355	Closed	-$2.03M	–	467
2022 Q3	$2.03M	Sell	32,355 -27,576	-46%	-$1.9M	0.32%	80
2022 Q2	$4.01M	Sell	59,931 -490	-0.8%	-$35.2K	0.6%	35
2022 Q1	$4.58M	Buy	60,421 +19,494	+48%	+$1.46M	0.62%	32
2021 Q4	$3.12M	Sell	40,927 -2,494	-6%	-$185K	0.42%	65
2021 Q3	$3.08M	Sell	43,421 -2,862	-6%	-$208K	0.46%	56
2021 Q2	$3.33M	Buy	+46,283	New	+$3.33M	0.5%	56

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Ausdal Financial Partners's IUSV Position: Q4 2022 in Review

Ausdal Financial Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2022, closing a stake of 32,355 shares — an estimated $2.03M sold.

Ausdal Financial Partners first reported a position in IUSV in Q2 2021 and held it in 6 quarters. The position peaked at $4.58M in Q1 2022. 547 funds tracked by Wall St. Rank hold IUSV as of Q4 2022.

Ausdal Financial Partners reported no remaining iShares Core S&P US Value ETF position as of Q4 2022 after selling out during the quarter.
Ausdal Financial Partners sold 32,355 iShares Core S&P US Value ETF shares in Q4 2022, an estimated $2.03M.
Ausdal Financial Partners first reported a position in iShares Core S&P US Value ETF in Q2 2021 and held it in 6 quarters.
Ausdal Financial Partners's iShares Core S&P US Value ETF position peaked at $4.58M in Q1 2022.
547 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2022.

Based on Ausdal Financial Partners's 13F filing for Q4 2022, filed 3 Feb 2023.