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Destiny Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Destiny Wealth Partners’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
2026
Q1 		$10.2K Buy
+100
New +$10.5K ﹤0.01% 917
2023
Q1 		– Sell
-559
Closed -$39.5K – 403
2022
Q4 		$39.5K Buy
559
+29
+5% +$2.02K 0.01% 322
2022
Q3 		$33K Hold
530
– – 0.01% 311
2022
Q2 		$35K Sell
530
-1,183
-69% -$85K 0.01% 308
2022
Q1 		$130K Buy
1,713
+1,523
+802% +$114K 0.03% 196
2021
Q4 		$15K Hold
190
– – ﹤0.01% 412
2021
Q3 		$13K Buy
+190
New +$13.8K ﹤0.01% 401

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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return