Glenview Trust’s iShares Core S&P US Value ETF IUSV Stock Holding History

Glenview Trust’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 Q3	–	Sell	-8,569	Closed	-$671K	–	456
2023 Q2	$671K	Hold	8,569	–	–	0.02%	279
2023 Q1	$632K	Sell	8,569 -42	-0.5%	-$3.09K	0.02%	279
2022 Q4	$608K	Hold	8,611	–	–	0.02%	279
2022 Q3	$539K	Hold	8,611	–	–	0.02%	266
2022 Q2	$576K	Hold	8,611	–	–	0.02%	258
2022 Q1	$653K	Sell	8,611 -41	-0.5%	-$3.07K	0.02%	258
2021 Q4	$660K	Buy	+8,652	New	+$642K	0.02%	247

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 $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glenview Trust's IUSV Position: Q3 2023 in Review

Glenview Trust sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 8,569 shares — an estimated $671K sold.

Glenview Trust first reported a position in IUSV in Q4 2021 and held it in 7 quarters. The position peaked at $671K in Q2 2023. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

Glenview Trust reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
Glenview Trust sold 8,569 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $671K.
Glenview Trust first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 7 quarters.
Glenview Trust's iShares Core S&P US Value ETF position peaked at $671K in Q2 2023.
569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on Glenview Trust's 13F filing for Q3 2023, filed 13 Nov 2023.