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Center for Financial Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-66
Closed -$5.17K – 549
2023
Q2 		$5.17K Buy
+66
New +$4.93K ﹤0.01% 445
2021
Q2 		– Sell
-367
Closed -$25K – 520
2021
Q1 		$25K Buy
+367
New +$24.1K 0.01% 285

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Center for Financial Planning's IUSV Position: Q3 2023 in Review

Center for Financial Planning sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 66 shares — an estimated $5.17K sold.

Center for Financial Planning first reported a position in IUSV in Q1 2021 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

  • Center for Financial Planning reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 66 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $5.17K.
  • Center for Financial Planning first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 2 quarters.
  • Center for Financial Planning's iShares Core S&P US Value ETF position peaked at $25K in Q1 2021.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.