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Intellectus Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Intellectus Partners’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
2023
Q2 		– Sell
-414
Closed -$30.6K – 273
2023
Q1 		$30.6K Buy
+414
New +$30.5K 0.01% 247

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Intellectus Partners's IUSV Position: Q2 2023 in Review

Intellectus Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2023, closing a stake of 414 shares — an estimated $30.6K sold.

Intellectus Partners first reported a position in IUSV in Q1 2023 and held it in 1 quarter. The position peaked at $30.6K in Q1 2023. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2023.

  • Intellectus Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2023 after selling out during the quarter.
  • Intellectus Partners sold 414 iShares Core S&P US Value ETF shares in Q2 2023, an estimated $30.6K.
  • Intellectus Partners first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 1 quarter.
  • Intellectus Partners's iShares Core S&P US Value ETF position peaked at $30.6K in Q1 2023.
  • 576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2023.

Based on Intellectus Partners's 13F filing for Q2 2023, filed 31 Jul 2023.