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

FourThought Financial’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
2022 Q3	$466K	Buy	7,436 +28	+0.4%	+$1.93K	0.07%	186
2022 Q2	$495K	Buy	7,408 +70	+1%	+$5.03K	0.07%	178
2022 Q1	$557K	Sell	7,338 -709	-9%	-$53.1K	0.07%	180
2021 Q4	$614K	Hold	8,047	–	–	0.08%	171
2021 Q3	$570K	Sell	8,047 -1,105	-12%	-$80.2K	0.08%	188
2021 Q2	$658K	Sell	9,152 -539	-6%	-$38.8K	0.09%	177
2021 Q1	$667K	Sell	9,691 -750	-7%	-$49.2K	0.1%	163
2020 Q4	$649K	Buy	+10,441	New	+$612K	0.1%	155

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FourThought Financial's IUSV Position: Q3 2022 in Review

FourThought Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 0.38% in Q3 2022, buying an estimated $1.93K and bringing the position to 7,436 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #186.

FourThought Financial first reported a position in IUSV in Q4 2020 and has held it in 8 quarters since. The position peaked at $667K in Q1 2021. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

FourThought Financial held 7,436 shares of iShares Core S&P US Value ETF worth $466K as of Q3 2022.
FourThought Financial bought 28 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $1.93K.
iShares Core S&P US Value ETF made up 0.07% of FourThought Financial's portfolio in Q3 2022, its #186 holding.
FourThought Financial first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Core S&P US Value ETF position peaked at $667K in Q1 2021.
478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.