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

Curi 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
2022
Q3 		– Sell
-187
Closed -$12K – 442
2022
Q2 		$12K Buy
187
+2
+1% +$144 ﹤0.01% 357
2022
Q1 		$14K Buy
185
+1
+0.5% +$75 ﹤0.01% 317
2021
Q4 		$14K Buy
+184
New +$13.6K ﹤0.01% 282
2021
Q1 		– Sell
-181
Closed -$11K – 283
2020
Q4 		$11K Buy
+181
New +$10.6K 0.01% 243

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 $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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Curi Wealth Management's IUSV Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 187 shares — an estimated $12K sold.

Curi Wealth Management first reported a position in IUSV in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 187 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $12K.
  • Curi Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's iShares Core S&P US Value ETF position peaked at $14K in Q1 2022.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.