Better Money Decisions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Better Money Decisions’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	-761	Closed	-$51K	–	235
2022 Q2	$51K	Buy	+761	New	+$54.7K	0.04%	141
2021 Q4	–	Sell	-766	Closed	-$54K	–	314
2021 Q3	$54K	Buy	766 +752	+5,371%	+$54.6K	0.04%	156
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	612
2021 Q1	$1K	Buy	+14	New	+$919	﹤0.01%	564

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Better Money Decisions's IUSV Position: Q3 2022 in Review

Better Money Decisions sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 761 shares — an estimated $51K sold.

Better Money Decisions first reported a position in IUSV in Q1 2021 and held it in 4 quarters. The position peaked at $54K in Q3 2021. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

Better Money Decisions reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 761 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $51K.
Better Money Decisions first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's iShares Core S&P US Value ETF position peaked at $54K in Q3 2021.
478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.