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IUSV icon

Diversified’s iShares Core S&P US Value ETF IUSV Stock Holding History

Diversified’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
Q3 		$326K Buy
3,410
+798
+31% +$73.4K 0.04% 167
2024
Q2 		$230K Buy
+2,612
New +$230K 0.03% 207

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 $445B AUM 25.58% 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 $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 $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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Diversified's IUSV Position: Q3 2024 in Review

Diversified increased its iShares Core S&P US Value ETF (IUSV) stake by 31% in Q3 2024, buying an estimated $73.4K and bringing the position to 3,410 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #167.

Diversified first reported a position in IUSV in Q2 2024 and has held it in 2 quarters since. 685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

  • Diversified held 3,410 shares of iShares Core S&P US Value ETF worth $326K as of Q3 2024.
  • Diversified bought 798 iShares Core S&P US Value ETF shares in Q3 2024, an estimated $73.4K.
  • iShares Core S&P US Value ETF made up 0.04% of Diversified's portfolio in Q3 2024, its #167 holding.
  • Diversified first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.