IA
IUSV icon

IAM Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

IAM Advisory’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
Q3 		– Sell
-54,342
Closed -$3.91M – 88
2021
Q2 		$3.91M Buy
+54,342
New +$3.91M 0.51% 21

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

IAM Advisory's IUSV Position: Q3 2021 in Review

IAM Advisory sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2021, closing a stake of 54,342 shares — an estimated $3.91M sold.

IAM Advisory first reported a position in IUSV in Q2 2021 and held it in 1 quarter. The position peaked at $3.91M in Q2 2021. 423 funds tracked by Wall St. Rank hold IUSV as of Q3 2021.

  • IAM Advisory reported no remaining iShares Core S&P US Value ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 54,342 iShares Core S&P US Value ETF shares in Q3 2021, an estimated $3.91M.
  • IAM Advisory first reported a position in iShares Core S&P US Value ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's iShares Core S&P US Value ETF position peaked at $3.91M in Q2 2021.
  • 423 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.