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

DHK 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
Q2 		– Sell
-20,800
Closed -$1.88M – 84
2024
Q1 		$1.88M Sell
20,800
-1,641
-7% -$141K 1.33% 21
2023
Q4 		$1.89M Buy
22,441
+238
+1% +$18.5K 1.42% 19
2023
Q3 		$1.67M Sell
22,203
-877
-4% -$68.8K 1.48% 17
2023
Q2 		$1.81M Hold
23,080
– – 1.54% 16
2023
Q1 		$1.7M Buy
+23,080
New +$1.7M 2.12% 13

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DHK Financial Advisors's IUSV Position: Q2 2024 in Review

DHK Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 20,800 shares — an estimated $1.88M sold.

DHK Financial Advisors first reported a position in IUSV in Q1 2023 and held it in 5 quarters. The position peaked at $1.89M in Q4 2023. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • DHK Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 20,800 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $1.88M.
  • DHK Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 5 quarters.
  • DHK Financial Advisors's iShares Core S&P US Value ETF position peaked at $1.89M in Q4 2023.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.