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Good Life Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Good Life Advisors’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
-2,760
Closed -$264K – 555
2024
Q3 		$264K Buy
+2,760
New +$254K 0.02% 497
2021
Q1 		– Sell
-30,531
Closed -$1.9M – 321
2020
Q4 		$1.9M Buy
30,531
+232
+0.8% +$13.6K 0.44% 44
2020
Q3 		$1.65M Buy
30,299
+326
+1% +$17.8K 0.45% 47
2020
Q2 		$1.57M Sell
29,973
-11,957
-29% -$611K 0.47% 48
2020
Q1 		$1.94M Buy
41,930
+6,012
+17% +$346K 0.7% 34
2019
Q4 		$2.26M Buy
35,918
+1,892
+6% +$114K 0.64% 30
2019
Q3 		$1.97M Buy
34,026
+563
+2% +$32K 0.61% 36
2019
Q2 		$1.9M Buy
33,463
+2,641
+9% +$147K 0.55% 36
2019
Q1 		$1.69M Buy
+30,822
New +$1.65M 0.5% 37
2018
Q4 		– Sell
-6,097
Closed -$343K – 249
2018
Q3 		$343K Buy
6,097
+605
+11% +$33.8K 0.1% 157
2018
Q2 		$297K Buy
5,492
+664
+14% +$35.8K 0.09% 163
2018
Q1 		$251K Sell
4,828
-312
-6% -$17.3K 0.09% 176
2017
Q4 		$292K Buy
5,140
+1,204
+31% +$64.7K 0.09% 166
2017
Q3 		$205K Buy
+3,936
New +$202K 0.08% 196

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

Good Life Advisors's IUSV Position: Q4 2024 in Review

Good Life Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 2,760 shares — an estimated $264K sold.

Good Life Advisors first reported a position in IUSV in Q3 2017 and held it in 14 quarters. The position peaked at $2.26M in Q4 2019. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Good Life Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • Good Life Advisors sold 2,760 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $264K.
  • Good Life Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2017 and held it in 14 quarters.
  • Good Life Advisors's iShares Core S&P US Value ETF position peaked at $2.26M in Q4 2019.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.