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BDO Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

BDO Wealth 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
2023
Q2 		$1.47M Buy
18,803
+16,899
+888% +$1.26M 0.17% 108
2023
Q1 		$140K Sell
1,904
-474
-20% -$34.9K 0.02% 280
2022
Q4 		$168K Sell
2,378
-83
-3% -$5.77K 0.02% 278
2022
Q3 		$154K Sell
2,461
-549
-18% -$37.9K 0.02% 276
2022
Q2 		$201K Sell
3,010
-59
-2% -$4.24K 0.02% 250
2022
Q1 		$233K Buy
3,069
+624
+26% +$46.8K 0.02% 250
2021
Q4 		$187K Sell
2,445
-43
-2% -$3.19K 0.02% 285
2021
Q3 		$176K Buy
2,488
+484
+24% +$35.1K 0.02% 301
2021
Q2 		$144K Sell
2,004
-82
-4% -$5.9K 0.02% 334
2021
Q1 		$144K Sell
2,086
-209
-9% -$13.7K 0.02% 323
2020
Q4 		$143K Buy
2,295
+2
+0.1% +$117 0.02% 262
2020
Q3 		$125K Buy
2,293
+1,168
+104% +$63.8K 0.02% 251
2020
Q2 		$59K Sell
1,125
-1,011
-47% -$51.6K 0.01% 310
2020
Q1 		$99K Buy
+2,136
New +$123K 0.02% 274
2019
Q2 		– Sell
-2,512
Closed -$138K – 647
2019
Q1 		$138K Hold
2,512
– – 0.04% 199
2018
Q4 		$123K Buy
2,512
+272
+12% +$14.5K 0.04% 190
2018
Q3 		$126K Hold
2,240
– – 0.04% 195
2018
Q2 		$120K Buy
2,240
+46
+2% +$2.48K 0.04% 203
2018
Q1 		$117K Buy
2,194
+10
+0.5% +$554 0.04% 169
2017
Q4 		$121K Buy
2,184
+44
+2% +$2.37K 0.05% 140
2017
Q3 		$112K Hold
2,140
– – 0.06% 133
2017
Q2 		$109K Buy
+2,140
New +$108K 0.05% 165

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 $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 $3.51B AUM 13.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

BDO Wealth Advisors's IUSV Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 888% in Q2 2023, buying an estimated $1.26M and bringing the position to 18,803 shares worth $1.47M. The position accounts for 0.17% of the portfolio, ranked #108.

BDO Wealth Advisors first reported a position in IUSV in Q2 2017 and has held it in 22 quarters since. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2023.

  • BDO Wealth Advisors held 18,803 shares of iShares Core S&P US Value ETF worth $1.47M as of Q2 2023.
  • BDO Wealth Advisors bought 16,899 iShares Core S&P US Value ETF shares in Q2 2023, an estimated $1.26M.
  • iShares Core S&P US Value ETF made up 0.17% of BDO Wealth Advisors's portfolio in Q2 2023, its #108 holding.
  • BDO Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2017 and has held it in 22 quarters since.
  • 576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.