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Householder Group Estate & Retirement Specialist’s iShares Core S&P US Value ETF IUSV Stock Holding History

Householder Group Estate & Retirement Specialist’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
-1,380
Closed -$131K – 870
2024
Q3 		$131K Buy
1,380
+15
+1% +$1.38K 0.04% 316
2024
Q2 		$120K Buy
1,365
+80
+6% +$7.05K 0.03% 318
2024
Q1 		$116K Sell
1,285
-33
-3% -$2.84K 0.03% 322
2023
Q4 		$111K Sell
1,318
-208
-14% -$16.2K 0.04% 318
2023
Q3 		$114K Buy
+1,526
New +$120K 0.04% 293
2023
Q1 		$39K Buy
+525
New +$38.7K 0.02% 489
2022
Q4 		– Sell
-516
Closed -$32K – 709
2022
Q3 		$32K Buy
+516
New +$35.6K 0.01% 484

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 $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $7.49B AUM 24.82% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $5.16B AUM 18.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IUSV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 1,380 shares — an estimated $131K sold.

Householder Group Estate & Retirement Specialist first reported a position in IUSV in Q3 2022 and held it in 7 quarters. The position peaked at $131K in Q3 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,380 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $131K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Core S&P US Value ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Core S&P US Value ETF position peaked at $131K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.