FA
IUSV icon

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

FDx 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
Q1 		– Sell
-8,665
Closed -$731K – 498
2023
Q4 		$731K Sell
8,665
-1,656
-16% -$129K 0.06% 319
2023
Q3 		$770K Buy
10,321
+2,036
+25% +$160K 0.06% 268
2023
Q2 		$648K Buy
8,285
+43
+0.5% +$3.21K 0.04% 384
2023
Q1 		$582K Hold
8,242
– – 0.03% 393
2022
Q4 		$582K Buy
8,242
+44
+0.5% +$3.06K 0.03% 393
2022
Q3 		$513K Buy
8,198
+16
+0.2% +$1.1K 0.02% 402
2022
Q2 		$547K Buy
8,182
+16
+0.2% +$1.15K 0.02% 452
2022
Q1 		$620K Buy
8,166
+35
+0.4% +$2.62K 0.02% 444
2021
Q4 		$621K Buy
8,131
+14
+0.2% +$1.04K 0.02% 474
2021
Q3 		$575K Buy
8,117
+23
+0.3% +$1.67K 0.02% 471
2021
Q2 		$582K Buy
8,094
+941
+13% +$67.7K 0.02% 475
2021
Q1 		$493K Sell
7,153
-95
-1% -$6.23K 0.02% 471
2020
Q4 		$451K Buy
+7,248
New +$425K 0.02% 460

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 $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDx Advisors's IUSV Position: Q1 2024 in Review

FDx Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 8,665 shares — an estimated $731K sold.

FDx Advisors first reported a position in IUSV in Q4 2020 and held it in 13 quarters. The position peaked at $770K in Q3 2023. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • FDx Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 8,665 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $731K.
  • FDx Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 13 quarters.
  • FDx Advisors's iShares Core S&P US Value ETF position peaked at $770K in Q3 2023.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.