GI
IUSV icon

Gradient Investments’s iShares Core S&P US Value ETF IUSV Stock Holding History

Gradient Investments’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
Q3 		– Sell
-528
Closed -$46.5K – 816
2024
Q2 		$46.5K Buy
528
+496
+1,550% +$43.7K ﹤0.01% 505
2024
Q1 		$2.89K Hold
32
– – ﹤0.01% 802
2023
Q4 		$2.7K Hold
32
– – ﹤0.01% 1148
2023
Q3 		$2.39K Sell
32
-129
-80% -$10.1K ﹤0.01% 1133
2023
Q2 		$12.6K Buy
+161
New +$12K ﹤0.01% 774
2023
Q1 		– Sell
-42
Closed -$2.97K – 1581
2022
Q4 		$2.97K Buy
+42
New +$2.92K ﹤0.01% 1026
2022
Q3 		– Sell
-132
Closed -$9K – 1432
2022
Q2 		$9K Hold
132
– – ﹤0.01% 788
2022
Q1 		$10K Hold
132
– – ﹤0.01% 774
2021
Q4 		$10K Sell
132
-21
-14% -$1.56K ﹤0.01% 793
2021
Q3 		$11K Hold
153
– – ﹤0.01% 762
2021
Q2 		$11K Hold
153
– – ﹤0.01% 742
2021
Q1 		$11K Sell
153
-1,008
-87% -$66.1K ﹤0.01% 745
2020
Q4 		$63K Hold
1,161
– – ﹤0.01% 373
2020
Q3 		$63K Hold
1,161
– – ﹤0.01% 374
2020
Q2 		$61K Hold
1,161
– – ﹤0.01% 362
2020
Q1 		$54K Buy
1,161
+835
+256% +$48K ﹤0.01% 340
2019
Q4 		$21K Hold
326
– – ﹤0.01% 560
2019
Q3 		$19K Hold
326
– – ﹤0.01% 533
2019
Q2 		$18K Sell
326
-51
-14% -$2.84K ﹤0.01% 527
2019
Q1 		$21K Sell
377
-174
-32% -$9.3K ﹤0.01% 438
2018
Q4 		$27K Buy
551
+225
+69% +$12K ﹤0.01% 420
2018
Q3 		$18K Sell
326
-58
-15% -$3.24K ﹤0.01% 519
2018
Q2 		$21K Buy
384
+211
+122% +$11.4K ﹤0.01% 477
2018
Q1 		$9K Hold
173
– – ﹤0.01% 647
2017
Q4 		$10K Buy
+173
New +$9.3K ﹤0.01% 600
2014
Q2 		– Sell
-198
Closed -$8K – 533
2014
Q1 		$8K Hold
198
– – ﹤0.01% 360
2013
Q4 		$8K Hold
198
– – ﹤0.01% 393
2013
Q3 		$7K Hold
198
– – ﹤0.01% 310
2013
Q2 		$7K Buy
+198
New +$7.19K ﹤0.01% 289

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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Gradient Investments's IUSV Position: Q3 2024 in Review

Gradient Investments sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2024, closing a stake of 528 shares — an estimated $46.5K sold.

Gradient Investments first reported a position in IUSV in Q2 2013 and held it in 29 quarters. The position peaked at $63K in Q4 2020. 685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

  • Gradient Investments reported no remaining iShares Core S&P US Value ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 528 iShares Core S&P US Value ETF shares in Q3 2024, an estimated $46.5K.
  • Gradient Investments first reported a position in iShares Core S&P US Value ETF in Q2 2013 and held it in 29 quarters.
  • Gradient Investments's iShares Core S&P US Value ETF position peaked at $63K in Q4 2020.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.