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

Hoover Financial 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
2021 Q2	$66K	Hold	912	–	–	0.01%	247
2021 Q1	$66K	Sell	912 -28	-3%	-$1.84K	0.01%	239
2020 Q4	$60K	Buy	940 +912	+3,257%	+$53.4K	0.02%	227
2020 Q3	$2K	Hold	28	–	–	﹤0.01%	177
2020 Q2	$1K	Buy	+28	New	+$1.43K	﹤0.01%	471

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hoover Financial Advisors's IUSV Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2021 at 912 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #247.

Hoover Financial Advisors first reported a position in IUSV in Q2 2020 and has held it in 5 quarters since. 417 funds tracked by Wall St. Rank hold IUSV as of Q2 2021.

Hoover Financial Advisors held 912 shares of iShares Core S&P US Value ETF worth $66K as of Q2 2021.
Hoover Financial Advisors left its iShares Core S&P US Value ETF share count unchanged in Q2 2021.
iShares Core S&P US Value ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #247 holding.
Hoover Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 5 quarters since.
417 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.