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Ford Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-6,118
Closed -$432K – 47
2022
Q4 		$432K Sell
6,118
-306
-5% -$21.3K 0.17% 79
2022
Q3 		$402K Sell
6,424
-9,573
-60% -$661K 0.17% 79
2022
Q2 		$1.07M Sell
15,997
-2,362
-13% -$170K 0.43% 46
2022
Q1 		$1.39M Sell
18,359
-13,994
-43% -$1.05M 0.53% 38
2021
Q4 		$2.47K Sell
32,353
-2,532
-7% -$188K 0.49% 27
2021
Q3 		$2.47M Buy
34,885
+661
+2% +$48K 0.95% 27
2021
Q2 		$2.46M Buy
34,224
+1,227
+4% +$88.2K 0.92% 26
2021
Q1 		$2.27M Sell
32,997
-2,608
-7% -$171K 0.98% 25
2020
Q4 		$2.21M Sell
35,605
-8,971
-20% -$526K 1.04% 25
2020
Q3 		$2.42M Buy
44,576
+2,054
+5% +$112K 1.32% 20
2020
Q2 		$2.22M Buy
42,522
+1,499
+4% +$76.5K 1.23% 19
2020
Q1 		$1.89M Buy
41,023
+2,969
+8% +$171K 1.26% 15
2019
Q4 		$2.4M Buy
38,054
+1,113
+3% +$67.1K 1.38% 12
2019
Q3 		$2.13M Buy
36,941
+1,152
+3% +$65.6K 1.36% 12
2019
Q2 		$2.03M Sell
35,789
-1,374
-4% -$76.5K 1.37% 13
2019
Q1 		$2.04M Sell
37,163
-6
-0% -$321 1.46% 14
2018
Q4 		$1.82M Buy
37,169
+1,222
+3% +$65K 1.38% 14
2018
Q3 		$2.03M Buy
35,947
+763
+2% +$42.6K 1.48% 11
2018
Q2 		$1.89M Buy
35,184
+2,241
+7% +$121K 1.37% 13
2018
Q1 		$1.75M Buy
32,943
+2,107
+7% +$117K 1.37% 16
2017
Q4 		$1.74M Buy
+30,836
New +$1.66M 1.31% 16

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ford Financial Group's IUSV Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 6,118 shares — an estimated $432K sold.

Ford Financial Group first reported a position in IUSV in Q4 2017 and held it in 21 quarters. The position peaked at $2.47M in Q3 2021. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • Ford Financial Group reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 6,118 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $432K.
  • Ford Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2017 and held it in 21 quarters.
  • Ford Financial Group's iShares Core S&P US Value ETF position peaked at $2.47M in Q3 2021.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.