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

GenWealth 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
2022 Q2	–	Sell	-2,693	Closed	-$204K	–	61
2022 Q1	$204K	Sell	2,693 -41	-1%	-$3.07K	0.06%	69
2021 Q4	$208K	Buy	+2,734	New	+$203K	0.06%	66
2021 Q3	–	Sell	-2,836	Closed	-$204K	–	66
2021 Q2	$204K	Buy	+2,836	New	+$204K	0.06%	62
2020 Q1	–	Sell	-3,623	Closed	-$228K	–	62
2019 Q4	$228K	Buy	+3,623	New	+$218K	0.09%	64

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

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

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

GenWealth Group's IUSV Position: Q2 2022 in Review

GenWealth Group sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2022, closing a stake of 2,693 shares — an estimated $204K sold.

GenWealth Group first reported a position in IUSV in Q4 2019 and held it in 4 quarters. The position peaked at $228K in Q4 2019. 484 funds tracked by Wall St. Rank hold IUSV as of Q2 2022.

GenWealth Group reported no remaining iShares Core S&P US Value ETF position as of Q2 2022 after selling out during the quarter.
GenWealth Group sold 2,693 iShares Core S&P US Value ETF shares in Q2 2022, an estimated $204K.
GenWealth Group first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 4 quarters.
GenWealth Group's iShares Core S&P US Value ETF position peaked at $228K in Q4 2019.
484 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2022.

Based on GenWealth Group's 13F filing for Q2 2022, filed 28 Jul 2022.