CAN
IUSV icon

Cetera Advisor Networks’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cetera Advisor Networks’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
Q1 		$21.9M Buy
242,168
+3,415
+1% +$294K 0.11% 200
2023
Q4 		$20.1M Buy
238,753
+12,124
+5% +$944K 0.11% 186
2023
Q3 		$16.9M Buy
226,629
+5,945
+3% +$467K 0.11% 201
2023
Q2 		$17.3M Buy
220,684
+11,318
+5% +$845K 0.12% 185
2023
Q1 		$15.4M Buy
209,366
+14,606
+7% +$1.08M 0.11% 201
2022
Q4 		$13.8M Buy
194,760
+14,732
+8% +$1.02M 0.11% 212
2022
Q3 		$11.3M Buy
180,028
+11,254
+7% +$777K 0.14% 168
2022
Q2 		$11.3M Buy
168,774
+7,511
+5% +$539K 0.14% 163
2022
Q1 		$12.2M Buy
161,263
+10,138
+7% +$760K 0.15% 150
2021
Q4 		$11.5M Buy
151,125
+4,327
+3% +$321K 0.14% 154
2021
Q3 		$10.4M Buy
146,798
+17,305
+13% +$1.26M 0.14% 156
2021
Q2 		$9.32M Buy
129,493
+3,410
+3% +$245K 0.13% 165
2021
Q1 		$8.69M Buy
126,083
+1,905
+2% +$125K 0.18% 130
2020
Q4 		$7.72M Buy
124,178
+11,915
+11% +$698K 0.18% 129
2020
Q3 		$6.09M Buy
112,263
+12,086
+12% +$661K 0.16% 144
2020
Q2 		$5.23M Buy
100,177
+14,957
+18% +$764K 0.14% 155
2020
Q1 		$3.94M Sell
85,220
-6,723
-7% -$387K 0.13% 164
2019
Q4 		$5.79M Sell
91,943
-1,945
-2% -$117K 0.16% 134
2019
Q3 		$5.43M Buy
93,888
+4,205
+5% +$239K 0.16% 130
2019
Q2 		$5.08M Buy
89,683
+5,845
+7% +$326K 0.16% 135
2019
Q1 		$4.6M Buy
83,838
+16,407
+24% +$877K 0.15% 134
2018
Q4 		$3.31M Buy
67,431
+3,170
+5% +$169K 0.13% 150
2018
Q3 		$3.62M Buy
64,261
+3,614
+6% +$202K 0.13% 152
2018
Q2 		$3.25M Buy
60,647
+917
+2% +$49.4K 0.16% 114
2018
Q1 		$3.17M Buy
59,730
+8,224
+16% +$456K 0.14% 148
2017
Q4 		$2.85M Buy
51,506
+17,980
+54% +$966K 0.12% 162
2017
Q3 		$1.75M Buy
33,526
+4,187
+14% +$215K 0.08% 213
2017
Q2 		$1.5M Buy
29,339
+14,473
+97% +$731K 0.07% 242
2017
Q1 		$752K Buy
14,866
+3,553
+31% +$179K 0.04% 382
2016
Q4 		$555K Sell
11,313
-2,528
-18% -$119K 0.03% 443
2016
Q3 		$638K Buy
13,841
+2,672
+24% +$123K 0.02% 514
2016
Q2 		$501K Buy
11,169
+345
+3% +$15.1K 0.03% 453
2016
Q1 		$464K Sell
10,824
-225
-2% -$9.14K 0.03% 456
2015
Q4 		$469K Buy
11,049
+858
+8% +$37K 0.03% 456
2015
Q3 		$412K Buy
10,191
+372
+4% +$16.1K 0.03% 479
2015
Q2 		$441K Hold
9,819
– – 0.03% 488
2015
Q1 		$441K Buy
9,819
+105
+1% +$4.73K 0.03% 491
2014
Q4 		$442K Buy
9,714
+12
+0.1% +$532 0.03% 482
2014
Q3 		$422K Sell
9,702
-450
-4% -$19.8K 0.03% 496
2014
Q2 		$450K Hold
10,152
– – 0.03% 492
2014
Q1 		$427K Buy
10,152
+2,382
+31% +$97.5K 0.03% 490
2013
Q4 		$320K Sell
7,770
-420
-5% -$16.6K 0.02% 540
2013
Q3 		$308K Sell
8,190
-561
-6% -$21.3K 0.03% 481
2013
Q2 		$317K Buy
+8,751
New +$318K 0.03% 423

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 $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 $374B AUM 17.66% 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 $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisor Networks's IUSV Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Core S&P US Value ETF (IUSV) stake by 1.4% in Q1 2024, buying an estimated $294K and bringing the position to 242,168 shares worth $21.9M. The position accounts for 0.11% of the portfolio, ranked #200.

Cetera Advisor Networks first reported a position in IUSV in Q2 2013 and has held it in 44 quarters since. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • Cetera Advisor Networks held 242,168 shares of iShares Core S&P US Value ETF worth $21.9M as of Q1 2024.
  • Cetera Advisor Networks bought 3,415 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $294K.
  • iShares Core S&P US Value ETF made up 0.11% of Cetera Advisor Networks's portfolio in Q1 2024, its #200 holding.
  • Cetera Advisor Networks first reported a position in iShares Core S&P US Value ETF in Q2 2013 and has held it in 44 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.