Investors Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Investors Financial Group’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	–	Sell	-10,855	Closed	-$829K	–	90
2021 Q4	$829K	Buy	10,855 +1,146	+12%	+$85K	0.39%	69
2021 Q3	$688K	Buy	9,709 +24	+0.2%	+$1.74K	0.36%	73
2021 Q2	$697K	Buy	9,685 +199	+2%	+$14.3K	0.37%	76
2021 Q1	$654K	Sell	9,486 -185	-2%	-$12.1K	0.38%	73
2020 Q4	$601K	Sell	9,671 -1,474	-13%	-$86.4K	0.4%	73
2020 Q3	$605K	Sell	11,145 -1,111	-9%	-$60.7K	0.45%	64
2020 Q2	$640K	Sell	12,256 -391	-3%	-$20K	0.53%	55
2020 Q1	$584K	Sell	12,647 -641	-5%	-$36.9K	0.59%	49
2019 Q4	$837K	Buy	+13,288	New	+$801K	0.68%	41

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Investors Financial Group's IUSV Position: Q1 2022 in Review

Investors Financial Group sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2022, closing a stake of 10,855 shares — an estimated $829K sold.

Investors Financial Group first reported a position in IUSV in Q4 2019 and held it in 9 quarters. The position peaked at $837K in Q4 2019. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

Investors Financial Group reported no remaining iShares Core S&P US Value ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 10,855 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $829K.
Investors Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's iShares Core S&P US Value ETF position peaked at $837K in Q4 2019.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.