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

Benchmark Financial 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
2024
Q4 		– Sell
-2,547
Closed -$243K – 105
2024
Q3 		$243K Sell
2,547
-213
-8% -$19.6K 0.08% 88
2024
Q2 		$243K Buy
2,760
+9
+0.3% +$793 0.09% 81
2024
Q1 		$249K Sell
2,751
-1,412
-34% -$122K 0.1% 76
2023
Q4 		$351K Buy
4,163
+43
+1% +$3.35K 0.15% 58
2023
Q3 		$307K Hold
4,120
– – 0.14% 51
2023
Q2 		$322K Sell
4,120
-1,820
-31% -$136K 0.15% 52
2023
Q1 		$438K Sell
5,940
-673
-10% -$49.6K 0.23% 36
2022
Q4 		$467K Sell
6,613
-2,012
-23% -$140K 0.25% 35
2022
Q3 		$540K Buy
8,625
+17
+0.2% +$1.17K 0.32% 33
2022
Q2 		$576K Sell
8,608
-114
-1% -$8.19K 0.3% 32
2022
Q1 		$662K Sell
8,722
-55
-0.6% -$4.12K 0.28% 33
2021
Q4 		$670K Sell
8,777
-231
-3% -$17.1K 0.28% 35
2021
Q3 		$638K Sell
9,008
-34,519
-79% -$2.51M 0.3% 34
2021
Q2 		$3.13M Buy
43,527
+646
+2% +$46.5K 1.5% 17
2021
Q1 		$2.96M Sell
42,881
-557
-1% -$36.5K 1.61% 17
2020
Q4 		$2.7M Buy
43,438
+5,052
+13% +$296K 1.49% 16
2020
Q3 		$2.08M Sell
38,386
-853
-2% -$46.6K 1.34% 18
2020
Q2 		$2.05M Buy
39,239
+28,440
+263% +$1.45M 1.51% 17
2020
Q1 		$499K Buy
10,799
+4,034
+60% +$232K 0.5% 22
2019
Q4 		$426K Buy
+6,765
New +$408K 0.35% 22

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benchmark Financial Wealth Advisors's IUSV Position: Q4 2024 in Review

Benchmark Financial Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 2,547 shares — an estimated $243K sold.

Benchmark Financial Wealth Advisors first reported a position in IUSV in Q4 2019 and held it in 20 quarters. The position peaked at $3.13M in Q2 2021. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Benchmark Financial Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 2,547 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $243K.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 20 quarters.
  • Benchmark Financial Wealth Advisors's iShares Core S&P US Value ETF position peaked at $3.13M in Q2 2021.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.