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D'Orazio & Associates’s iShares Core S&P US Value ETF IUSV Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-279
Closed -$20K – 397
2021
Q3 		$20K Hold
279
– – ﹤0.01% 398
2021
Q2 		$20K Hold
279
– – 0.01% 252
2021
Q1 		$19K Hold
279
– – 0.01% 241
2020
Q4 		$17K Buy
+279
New +$16.3K 0.01% 236

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

D'Orazio & Associates's IUSV Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2021, closing a stake of 279 shares — an estimated $20K sold.

D'Orazio & Associates first reported a position in IUSV in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q3 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q4 2021.

  • D'Orazio & Associates reported no remaining iShares Core S&P US Value ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 279 iShares Core S&P US Value ETF shares in Q4 2021, an estimated $20K.
  • D'Orazio & Associates first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 4 quarters.
  • D'Orazio & Associates's iShares Core S&P US Value ETF position peaked at $20K in Q3 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.