Graves Light Lenhart Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-354	Closed	-$24K	–	360
2022 Q2	$24K	Hold	354	–	–	﹤0.01%	396
2022 Q1	$27K	Hold	354	–	–	﹤0.01%	434
2021 Q4	$27K	Hold	354	–	–	﹤0.01%	495
2021 Q3	$25K	Hold	354	–	–	﹤0.01%	465
2021 Q2	$25K	Hold	354	–	–	﹤0.01%	468
2021 Q1	$24K	Hold	354	–	–	﹤0.01%	476
2020 Q4	$22K	Buy	+354	New	+$20.7K	﹤0.01%	472

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

BlackRock New York $5.72T AUM 30.48% 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

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

Graves Light Lenhart Wealth's IUSV Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 354 shares — an estimated $24K sold.

Graves Light Lenhart Wealth first reported a position in IUSV in Q4 2020 and held it in 7 quarters. The position peaked at $27K in Q1 2022. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 354 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $24K.
Graves Light Lenhart Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares Core S&P US Value ETF position peaked at $27K in Q1 2022.
478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.