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Investors Research Corp’s iShares Core S&P US Value ETF IUSV Stock Holding History

Investors Research Corp’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
Q3 		– Sell
-252
Closed -$19.7K – 1090
2023
Q2 		$19.7K Hold
252
– – 0.01% 662
2023
Q1 		$18.6K Hold
252
– – ﹤0.01% 685
2022
Q4 		$17.8K Buy
+252
New +$17.5K ﹤0.01% 691
2022
Q2 		– Sell
-314
Closed -$24K – 1117
2022
Q1 		$24K Hold
314
– – 0.01% 625
2021
Q4 		$24K Buy
+314
New +$23.3K 0.01% 638

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Investors Research Corp's IUSV Position: Q3 2023 in Review

Investors Research Corp sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 252 shares — an estimated $19.7K sold.

Investors Research Corp first reported a position in IUSV in Q4 2021 and held it in 5 quarters. The position peaked at $24K in Q1 2022. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

  • Investors Research Corp reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
  • Investors Research Corp sold 252 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $19.7K.
  • Investors Research Corp first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 5 quarters.
  • Investors Research Corp's iShares Core S&P US Value ETF position peaked at $24K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on Investors Research Corp's 13F filing for Q3 2023, filed 1 Nov 2023.