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

EPG 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
2024 Q2	–	Sell	-659	Closed	-$58.1K	–	310
2024 Q1	$59.6K	Hold	659	–	–	0.01%	308
2023 Q4	$55.6K	Hold	659	–	–	0.01%	301
2023 Q3	$49.2K	Hold	659	–	–	0.01%	301
2023 Q2	$51.6K	Hold	659	–	–	0.02%	293
2023 Q1	$48.6K	Hold	659	–	–	0.02%	297
2022 Q4	$46.5K	Hold	659	–	–	0.02%	267
2022 Q3	$41K	Buy	+659	New	+$45.5K	0.02%	271
2022 Q2	–	Sell	-920	Closed	-$70K	–	306
2022 Q1	$70K	Hold	920	–	–	0.02%	275
2021 Q4	$70K	Hold	920	–	–	0.02%	274
2021 Q3	$65K	Buy	+920	New	+$66.8K	0.03%	261
2020 Q2	–	Sell	-920	Closed	-$42K	–	456
2020 Q1	$42K	Sell	920 -4,656	-84%	-$268K	0.03%	302
2019 Q4	$351K	Buy	+5,576	New	+$336K	0.26%	68

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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

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

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EPG Wealth Management's IUSV Position: Q2 2024 in Review

EPG Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 659 shares — an estimated $58.1K sold.

EPG Wealth Management first reported a position in IUSV in Q4 2019 and held it in 12 quarters. The position peaked at $351K in Q4 2019. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

EPG Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 659 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $58.1K.
EPG Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 12 quarters.
EPG Wealth Management's iShares Core S&P US Value ETF position peaked at $351K in Q4 2019.
651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.