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Brass Tax Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Brass Tax Wealth Management’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
Q3 		– Sell
-241,447
Closed -$21.3M – 219
2024
Q2 		$21.3M Buy
+241,447
New +$21.3M 4.17% 4

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Brass Tax Wealth Management's IUSV Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2024, closing a stake of 241,447 shares — an estimated $21.3M sold.

Brass Tax Wealth Management first reported a position in IUSV in Q2 2024 and held it in 1 quarter. The position peaked at $21.3M in Q2 2024. 685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 241,447 iShares Core S&P US Value ETF shares in Q3 2024, an estimated $21.3M.
  • Brass Tax Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's iShares Core S&P US Value ETF position peaked at $21.3M in Q2 2024.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.