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CWS Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

CWS Financial Advisors’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 		– Sell
-2,898
Closed -$244K – 126
2023
Q4 		$244K Buy
+2,898
New +$226K 0.09% 128
2021
Q1 		– Sell
-3,538
Closed -$220K – 143
2020
Q4 		$220K Buy
+3,538
New +$207K 0.13% 122

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 $6.53B AUM 20.48% 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

CWS Financial Advisors's IUSV Position: Q1 2024 in Review

CWS Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 2,898 shares — an estimated $244K sold.

CWS Financial Advisors first reported a position in IUSV in Q4 2020 and held it in 2 quarters. The position peaked at $244K in Q4 2023. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • CWS Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 2,898 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $244K.
  • CWS Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 2 quarters.
  • CWS Financial Advisors's iShares Core S&P US Value ETF position peaked at $244K in Q4 2023.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.