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Fiduciary Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-13
Closed -$1K – 165
2021
Q1 		$1K Buy
13
+1
+8% +$66 ﹤0.01% 247
2020
Q4 		$1K Hold
12
– – ﹤0.01% 219
2020
Q3 		$1K Buy
+12
New +$656 ﹤0.01% 178

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning's IUSV Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

Fiduciary Planning first reported a position in IUSV in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 417 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares Core S&P US Value ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 13 iShares Core S&P US Value ETF shares in Q2 2021, an estimated $1K.
  • Fiduciary Planning first reported a position in iShares Core S&P US Value ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares Core S&P US Value ETF position peaked at $1K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.