Global Wealth Management Investment Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-116	Closed	-$9.78K	–	290
2023 Q4	$9.78K	Hold	116	–	–	﹤0.01%	295
2023 Q3	$8.66K	Hold	116	–	–	﹤0.01%	299
2023 Q2	$9.08K	Buy	+116	New	+$8.66K	﹤0.01%	301
2021 Q4	–	Sell	-32	Closed	-$2K	–	480
2021 Q3	$2K	Buy	+32	New	+$2.32K	﹤0.01%	418

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's IUSV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 116 shares — an estimated $9.78K sold.

Global Wealth Management Investment Advisory first reported a position in IUSV in Q3 2021 and held it in 4 quarters. The position peaked at $9.78K in Q4 2023. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 116 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $9.78K.
Global Wealth Management Investment Advisory first reported a position in iShares Core S&P US Value ETF in Q3 2021 and held it in 4 quarters.
Global Wealth Management Investment Advisory's iShares Core S&P US Value ETF position peaked at $9.78K in Q4 2023.
635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.