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Focus Financial Network’s iShares Core S&P US Value ETF IUSV Stock Holding History

Focus Financial Network’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
-12,795
Closed -$1.08M – 688
2023
Q4 		$1.08M Buy
+12,795
New +$996K 0.04% 303
2022
Q1 		– Sell
-8,532
Closed -$651K – 564
2021
Q4 		$651K Buy
8,532
+103
+1% +$7.64K 0.1% 187
2021
Q3 		$597K Buy
8,429
+22
+0.3% +$1.6K 0.08% 220
2021
Q2 		$605K Buy
8,407
+1,693
+25% +$122K 0.08% 230
2021
Q1 		$463K Buy
+6,714
New +$441K 0.05% 270

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 $4.05B AUM 19.01% 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

Focus Financial Network's IUSV Position: Q1 2024 in Review

Focus Financial Network sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 12,795 shares — an estimated $1.08M sold.

Focus Financial Network first reported a position in IUSV in Q1 2021 and held it in 5 quarters. The position peaked at $1.08M in Q4 2023. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • Focus Financial Network reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 12,795 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $1.08M.
  • Focus Financial Network first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 5 quarters.
  • Focus Financial Network's iShares Core S&P US Value ETF position peaked at $1.08M in Q4 2023.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.