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Godsey & Gibb Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

Godsey & Gibb Inc’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
Q4 		– Sell
-243
Closed -$23.2K – 407
2024
Q3 		$23.2K Sell
243
-65
-21% -$5.98K ﹤0.01% 246
2024
Q2 		$27.1K Sell
308
-310
-50% -$27.3K ﹤0.01% 231
2024
Q1 		$55.9K Sell
618
-1,401
-69% -$121K 0.01% 156
2023
Q4 		$170K Buy
+2,019
New +$157K 0.02% 109

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Godsey & Gibb Inc's IUSV Position: Q4 2024 in Review

Godsey & Gibb Inc sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 243 shares — an estimated $23.2K sold.

Godsey & Gibb Inc first reported a position in IUSV in Q4 2023 and held it in 4 quarters. The position peaked at $170K in Q4 2023. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Godsey & Gibb Inc reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 243 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $23.2K.
  • Godsey & Gibb Inc first reported a position in iShares Core S&P US Value ETF in Q4 2023 and held it in 4 quarters.
  • Godsey & Gibb Inc's iShares Core S&P US Value ETF position peaked at $170K in Q4 2023.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Godsey & Gibb Inc's 13F filing for Q4 2024, filed 14 Jan 2025.