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

HYA 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
2022 Q2	$5.21M	Sell	77,845 -1,315	-2%	-$94.5K	2.04%	15
2022 Q1	$6.01M	Sell	79,160 -179	-0.2%	-$13.4K	2.08%	14
2021 Q4	$6.06M	Sell	79,339 -4,522	-5%	-$335K	2.17%	11
2021 Q3	$6.05M	Sell	83,861 -6,425	-7%	-$467K	2.44%	9
2021 Q2	$6.5M	Buy	90,286 +8,540	+10%	+$614K	2.72%	8
2021 Q1	$5.63M	Buy	81,746 +4,436	+6%	+$291K	2.66%	8
2020 Q4	$4.81M	Buy	77,310 +2,164	+3%	+$127K	2.55%	10
2020 Q3	$4.08M	Buy	75,146 +4,736	+7%	+$259K	2.46%	11
2020 Q2	$3.68M	Buy	70,410 +8,154	+13%	+$416K	2.42%	10
2020 Q1	$2.88M	Sell	62,256 -417	-0.7%	-$24K	2.37%	11
2019 Q4	$3.95M	Buy	+62,673	New	+$3.78M	2.53%	10

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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

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

HYA Advisors's IUSV Position: Q2 2022 in Review

HYA Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.7% in Q2 2022, selling an estimated $94.5K and leaving 77,845 shares worth $5.21M. The position accounts for 2.04% of the portfolio, ranked #15.

HYA Advisors first reported a position in IUSV in Q4 2019 and has held it in 11 quarters since. The position peaked at $6.5M in Q2 2021. 484 funds tracked by Wall St. Rank hold IUSV as of Q2 2022.

HYA Advisors held 77,845 shares of iShares Core S&P US Value ETF worth $5.21M as of Q2 2022.
HYA Advisors sold 1,315 iShares Core S&P US Value ETF shares in Q2 2022, an estimated $94.5K.
iShares Core S&P US Value ETF made up 2.04% of HYA Advisors's portfolio in Q2 2022, its #15 holding.
HYA Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares Core S&P US Value ETF position peaked at $6.5M in Q2 2021.
484 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.