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Focused Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Focused Wealth 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
Q1 		– Sell
-718
Closed -$60.5K – 567
2023
Q4 		$60.5K Hold
718
– – 0.01% 282
2023
Q3 		$53.6K Hold
718
– – 0.01% 285
2023
Q2 		$56.2K Hold
718
– – 0.01% 284
2023
Q1 		$53K Hold
718
– – 0.01% 299
2022
Q4 		$50.7K Buy
+718
New +$49.9K 0.01% 305

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focused Wealth Management's IUSV Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 718 shares — an estimated $60.5K sold.

Focused Wealth Management first reported a position in IUSV in Q4 2022 and held it in 5 quarters. The position peaked at $60.5K in Q4 2023. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • Focused Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 718 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $60.5K.
  • Focused Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 5 quarters.
  • Focused Wealth Management's iShares Core S&P US Value ETF position peaked at $60.5K in Q4 2023.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.