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Gryphon Financial Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Gryphon Financial Partners’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
-87
Closed -$6K – 211
2022
Q2 		$6K Buy
+87
New +$6.25K ﹤0.01% 222

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Morgan Stanley
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BTI
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S
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Gryphon Financial Partners's IUSV Position: Q3 2022 in Review

Gryphon Financial Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 87 shares — an estimated $6K sold.

Gryphon Financial Partners first reported a position in IUSV in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • Gryphon Financial Partners reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
  • Gryphon Financial Partners sold 87 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $6K.
  • Gryphon Financial Partners first reported a position in iShares Core S&P US Value ETF in Q2 2022 and held it in 1 quarter.
  • Gryphon Financial Partners's iShares Core S&P US Value ETF position peaked at $6K in Q2 2022.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Gryphon Financial Partners's 13F filing for Q3 2022, filed 14 Nov 2022.