Hudock Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hudock Inc’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
2022 Q4	–	Sell	-504	Closed	-$31K	–	415
2022 Q3	$31K	Buy	504 +3	+0.6%	+$207	0.01%	374
2022 Q2	$33K	Buy	501 +31	+7%	+$2.23K	0.01%	358
2022 Q1	$35K	Buy	470 +1	+0.2%	+$75	0.01%	360
2021 Q4	$35K	Buy	469 +1	+0.2%	+$74	0.01%	370
2021 Q3	$33K	Buy	468 +1	+0.2%	+$73	0.01%	376
2021 Q2	$33K	Buy	+467	New	+$33.6K	0.01%	376
2018 Q2	–	Sell	-221	Closed	-$11K	–	677
2018 Q1	$11K	Buy	+221	New	+$12.2K	﹤0.01%	426

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Hudock Inc's IUSV Position: Q4 2022 in Review

Hudock Inc sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2022, closing a stake of 504 shares — an estimated $31K sold.

Hudock Inc first reported a position in IUSV in Q1 2018 and held it in 7 quarters. The position peaked at $35K in Q1 2022. 547 funds tracked by Wall St. Rank hold IUSV as of Q4 2022.

Hudock Inc reported no remaining iShares Core S&P US Value ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 504 iShares Core S&P US Value ETF shares in Q4 2022, an estimated $31K.
Hudock Inc first reported a position in iShares Core S&P US Value ETF in Q1 2018 and held it in 7 quarters.
Hudock Inc's iShares Core S&P US Value ETF position peaked at $35K in Q1 2022.
547 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.