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Heritage Wealth Management (Arizona)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$250K Hold
2,832
– – 0.14% 140
2024
Q1 		$256K Sell
2,832
-122
-4% -$10.5K 0.13% 142
2023
Q4 		$249K Buy
+2,954
New +$230K 0.14% 139
2022
Q4 		$412K Buy
5,838
+2,854
+96% +$198K 0.06% 248
2022
Q3 		$187K Hold
2,984
– – 0.06% 237
2022
Q2 		$200K Sell
2,984
-62
-2% -$4.45K 0.07% 235
2022
Q1 		$231K Buy
+3,046
New +$228K 0.06% 247
2021
Q3 		$214K Sell
3,022
-663
-18% -$48.1K 0.08% 205
2021
Q2 		$265K Sell
3,685
-91
-2% -$6.54K 0.1% 174
2021
Q1 		$260K Buy
+3,776
New +$248K 0.15% 120

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 $376B 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 $6.52B 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 $13.4B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return