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Clark Financial Services Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Clark Financial Services Group’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
Q1 		$6.48M Buy
85,367
+425
+0.5% +$31.9K 4.75% 8
2021
Q4 		$6.49M Buy
84,942
+1,036
+1% +$76.8K 4.36% 8
2021
Q3 		$5.95M Buy
83,906
+1,879
+2% +$136K 4.58% 8
2021
Q2 		$5.9M Buy
82,027
+602
+0.7% +$43.3K 4.63% 8
2021
Q1 		$5.61M Buy
+81,425
New +$5.34M 4.75% 8

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 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

Clark Financial Services Group's IUSV Position: Q1 2022 in Review

Clark Financial Services Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.5% in Q1 2022, buying an estimated $31.9K and bringing the position to 85,367 shares worth $6.48M. The position accounts for 4.75% of the portfolio, ranked #8.

Clark Financial Services Group first reported a position in IUSV in Q1 2021 and has held it in 5 quarters since. The position peaked at $6.49M in Q4 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

  • Clark Financial Services Group held 85,367 shares of iShares Core S&P US Value ETF worth $6.48M as of Q1 2022.
  • Clark Financial Services Group bought 425 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $31.9K.
  • iShares Core S&P US Value ETF made up 4.75% of Clark Financial Services Group's portfolio in Q1 2022, its #8 holding.
  • Clark Financial Services Group first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 5 quarters since.
  • Clark Financial Services Group's iShares Core S&P US Value ETF position peaked at $6.49M in Q4 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on Clark Financial Services Group's 13F filing for Q1 2022, filed 13 May 2022.