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Family Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Family Asset 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
Q3 		$2.48K Hold
26
– – ﹤0.01% 196
2024
Q2 		$2.29K Hold
26
– – ﹤0.01% 196
2024
Q1 		$2.35K Buy
+26
New +$2.24K ﹤0.01% 177

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
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 $374B AUM 17.66% 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 $5.8B AUM 14.71% 1-Year Est. Return

Family Asset Management's IUSV Position: Q3 2024 in Review

Family Asset Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2024 at 26 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Family Asset Management first reported a position in IUSV in Q1 2024 and has held it in 3 quarters since. 685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

  • Family Asset Management held 26 shares of iShares Core S&P US Value ETF worth $2.48K as of Q3 2024.
  • Family Asset Management left its iShares Core S&P US Value ETF share count unchanged in Q3 2024.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #196 holding.
  • Family Asset Management first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.