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

Clear Perspectives 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
2022
Q3 		– Sell
-480
Closed -$32K – 218
2022
Q2 		$32K Hold
480
– – 0.01% 102
2022
Q1 		$36K Sell
480
-183
-28% -$13.7K 0.01% 111
2021
Q4 		$51K Hold
663
– – 0.02% 101
2021
Q3 		$47K Buy
+663
New +$48.1K 0.02% 98

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Clear Perspectives Financial Planning's IUSV Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 480 shares — an estimated $32K sold.

Clear Perspectives Financial Planning first reported a position in IUSV in Q3 2021 and held it in 4 quarters. The position peaked at $51K in Q4 2021. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 480 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $32K.
  • Clear Perspectives Financial Planning first reported a position in iShares Core S&P US Value ETF in Q3 2021 and held it in 4 quarters.
  • Clear Perspectives Financial Planning's iShares Core S&P US Value ETF position peaked at $51K in Q4 2021.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.