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First Personal Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

First Personal Financial Services’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 		$7.54K Hold
79
– – ﹤0.01% 326
2024
Q2 		$6.96K Hold
79
– – ﹤0.01% 300
2024
Q1 		$7.14K Hold
79
– – ﹤0.01% 299
2023
Q4 		$6.66K Hold
79
– – ﹤0.01% 324
2023
Q3 		$5.89K Hold
79
– – ﹤0.01% 334
2023
Q2 		$6.18K Hold
79
– – ﹤0.01% 333
2023
Q1 		$5.83K Buy
+79
New +$5.82K ﹤0.01% 351

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 $13.5B AUM 19.09% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

First Personal Financial Services's IUSV Position: Q3 2024 in Review

First Personal Financial Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2024 at 79 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

First Personal Financial Services first reported a position in IUSV in Q1 2023 and has held it in 7 quarters since. 685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

  • First Personal Financial Services held 79 shares of iShares Core S&P US Value ETF worth $7.54K as of Q3 2024.
  • First Personal Financial Services 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 First Personal Financial Services's portfolio in Q3 2024, its #326 holding.
  • First Personal Financial Services first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 7 quarters since.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.