Encompass Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Encompass Wealth 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 Q4	–	Sell	-3,509	Closed	-$335K	–	116
2024 Q3	$335K	Hold	3,509	–	–	0.08%	183
2024 Q2	$309K	Hold	3,509	–	–	0.08%	182
2024 Q1	$317K	Hold	3,509	–	–	0.08%	191
2023 Q4	$296K	Hold	3,509	–	–	0.09%	166
2023 Q3	$262K	Hold	3,509	–	–	0.09%	168
2023 Q2	$275K	Hold	3,509	–	–	0.09%	170
2023 Q1	$259K	Hold	3,509	–	–	0.09%	170
2022 Q4	$248K	Hold	3,509	–	–	0.09%	170
2022 Q3	$220K	Buy	+3,509	New	+$242K	0.08%	182
2021 Q1	–	Sell	-3,909	Closed	-$243K	–	356
2020 Q4	$243K	Buy	+3,909	New	+$229K	0.14%	94

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Encompass Wealth Advisors's IUSV Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 3,509 shares — an estimated $335K sold.

Encompass Wealth Advisors first reported a position in IUSV in Q4 2020 and held it in 10 quarters. The position peaked at $335K in Q3 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

Encompass Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 3,509 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $335K.
Encompass Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 10 quarters.
Encompass Wealth Advisors's iShares Core S&P US Value ETF position peaked at $335K in Q3 2024.
723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.