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Heritage Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Heritage Financial Services’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
-26
Closed -$1K – 269
2022
Q2 		$1K Buy
+26
New +$1.87K ﹤0.01% 459

Other funds holding IUSV

Bank of America
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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
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

Heritage Financial Services's IUSV Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 26 shares — an estimated $1K sold.

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

  • Heritage Financial Services reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 26 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in iShares Core S&P US Value ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares Core S&P US Value ETF position peaked at $1K in Q2 2022.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.