HFG Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

HFG 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 Q2	–	Sell	-2,962	Closed	-$268K	–	101
2024 Q1	$268K	Hold	2,962	–	–	0.24%	84
2023 Q4	$250K	Hold	2,962	–	–	0.24%	83
2023 Q3	$221K	Hold	2,962	–	–	0.24%	81
2023 Q2	$232K	Hold	2,962	–	–	0.24%	77
2023 Q1	$219K	Hold	2,962	–	–	0.25%	75
2022 Q4	$209K	Buy	+2,962	New	+$206K	0.25%	83

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HFG Advisors's IUSV Position: Q2 2024 in Review

HFG Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 2,962 shares — an estimated $268K sold.

HFG Advisors first reported a position in IUSV in Q4 2022 and held it in 6 quarters. The position peaked at $268K in Q1 2024. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

HFG Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
HFG Advisors sold 2,962 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $268K.
HFG Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 6 quarters.
HFG Advisors's iShares Core S&P US Value ETF position peaked at $268K in Q1 2024.
651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on HFG Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.