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

IndexIQ 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
Q1 		$112K Sell
1,474
-1,819
-55% -$136K ﹤0.01% 1075
2021
Q4 		$252K Buy
+3,293
New +$244K 0.01% 993

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IndexIQ Advisors's IUSV Position: Q1 2022 in Review

IndexIQ Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 55% in Q1 2022, selling an estimated $136K and leaving 1,474 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

IndexIQ Advisors first reported a position in IUSV in Q4 2021 and has held it in 2 quarters since. The position peaked at $252K in Q4 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

  • IndexIQ Advisors held 1,474 shares of iShares Core S&P US Value ETF worth $112K as of Q1 2022.
  • IndexIQ Advisors sold 1,819 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $136K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1075 holding.
  • IndexIQ Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 2 quarters since.
  • IndexIQ Advisors's iShares Core S&P US Value ETF position peaked at $252K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.