Edge Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Edge Wealth Management’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
2022 Q1	–	Sell	-400	Closed	-$31K	–	267
2021 Q4	$31K	Hold	400	–	–	0.01%	215
2021 Q3	$28K	Hold	400	–	–	0.01%	233
2021 Q2	$29K	Hold	400	–	–	0.01%	236
2021 Q1	$28K	Hold	400	–	–	0.01%	233
2020 Q4	$25K	Hold	400	–	–	0.01%	223
2020 Q3	$22K	Hold	400	–	–	0.01%	255
2020 Q2	$21K	Hold	400	–	–	﹤0.01%	356
2020 Q1	$19K	Hold	400	–	–	﹤0.01%	322
2019 Q4	$25K	Buy	+400	New	+$24.1K	0.01%	313

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Edge Wealth Management's IUSV Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2022, closing a stake of 400 shares — an estimated $31K sold.

Edge Wealth Management first reported a position in IUSV in Q4 2019 and held it in 9 quarters. The position peaked at $31K in Q4 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

Edge Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 400 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $31K.
Edge Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 9 quarters.
Edge Wealth Management's iShares Core S&P US Value ETF position peaked at $31K in Q4 2021.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.