Gallagher Benefit Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Gallagher Benefit 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
2022 Q4	$29.8M	Buy	+421,717	New	+$29.3M	6.26%	3

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gallagher Benefit Services's IUSV Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2022: 421,717 shares worth $29.8M. The stake represents 6.26% of the portfolio and ranks #3 among its holdings.

547 funds tracked by Wall St. Rank hold IUSV as of Q4 2022.

Gallagher Benefit Services held 421,717 shares of iShares Core S&P US Value ETF worth $29.8M as of Q4 2022.
iShares Core S&P US Value ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Core S&P US Value ETF made up 6.26% of Gallagher Benefit Services's portfolio in Q4 2022, its #3 holding.
547 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.