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Aveo Capital Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Aveo Capital 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
Q3 		– Sell
-3,157
Closed -$211K – 286
2022
Q2 		$211K Hold
3,157
– – 0.03% 252
2022
Q1 		$240K Hold
3,157
– – 0.04% 246
2021
Q4 		$241K Buy
+3,157
New +$234K 0.04% 249

Other funds holding IUSV

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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 $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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

Aveo Capital Partners's IUSV Position: Q3 2022 in Review

Aveo Capital Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 3,157 shares — an estimated $211K sold.

Aveo Capital Partners first reported a position in IUSV in Q4 2021 and held it in 3 quarters. The position peaked at $241K in Q4 2021. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • Aveo Capital Partners reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
  • Aveo Capital Partners sold 3,157 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $211K.
  • Aveo Capital Partners first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 3 quarters.
  • Aveo Capital Partners's iShares Core S&P US Value ETF position peaked at $241K in Q4 2021.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Aveo Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.