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Heritage Oak Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Heritage Oak Wealth 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
-27,115
Closed -$2.59M – 121
2024
Q3 		$2.59M Buy
+27,115
New +$2.49M 1.19% 24

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 $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Heritage Oak Wealth Advisors's IUSV Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 27,115 shares — an estimated $2.59M sold.

Heritage Oak Wealth Advisors first reported a position in IUSV in Q3 2024 and held it in 1 quarter. The position peaked at $2.59M in Q3 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 27,115 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $2.59M.
  • Heritage Oak Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Core S&P US Value ETF position peaked at $2.59M in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.