B, B, H, & B Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

B, B, H, & B Inc’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	$8.96M	Buy	118,079 +51,295	+77%	+$3.84M	8.44%	3
2021 Q4	$5.1M	Buy	66,784 +3,062	+5%	+$227K	4.25%	8
2021 Q3	$4.52M	Buy	63,722 +54,712	+607%	+$3.97M	4.12%	8
2021 Q2	$648K	Sell	9,010 -663	-7%	-$47.7K	0.63%	24
2021 Q1	$666K	Sell	9,673 -53,389	-85%	-$3.5M	0.69%	21
2020 Q4	$3.92M	Buy	+63,062	New	+$3.69M	3.38%	10

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 $7.49B AUM 24.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

B, B, H, & B Inc's IUSV Position: Q1 2022 in Review

B, B, H, & B Inc increased its iShares Core S&P US Value ETF (IUSV) stake by 77% in Q1 2022, buying an estimated $3.84M and bringing the position to 118,079 shares worth $8.96M. The position accounts for 8.44% of the portfolio, ranked #3.

B, B, H, & B Inc first reported a position in IUSV in Q4 2020 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

B, B, H, & B Inc held 118,079 shares of iShares Core S&P US Value ETF worth $8.96M as of Q1 2022.
B, B, H, & B Inc bought 51,295 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $3.84M.
iShares Core S&P US Value ETF made up 8.44% of B, B, H, & B Inc's portfolio in Q1 2022, its #3 holding.
B, B, H, & B Inc first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.