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

IPG Investment 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
2023
Q4 		– Sell
-16,030
Closed -$1.2M – 206
2023
Q3 		$1.2M Hold
16,030
– – 0.26% 67
2023
Q2 		$1.25M Buy
+16,030
New +$1.2M 0.27% 57

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IPG Investment Advisors's IUSV Position: Q4 2023 in Review

IPG Investment Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2023, closing a stake of 16,030 shares — an estimated $1.2M sold.

IPG Investment Advisors first reported a position in IUSV in Q2 2023 and held it in 2 quarters. The position peaked at $1.25M in Q2 2023. 626 funds tracked by Wall St. Rank hold IUSV as of Q4 2023.

  • IPG Investment Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2023 after selling out during the quarter.
  • IPG Investment Advisors sold 16,030 iShares Core S&P US Value ETF shares in Q4 2023, an estimated $1.2M.
  • IPG Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2023 and held it in 2 quarters.
  • IPG Investment Advisors's iShares Core S&P US Value ETF position peaked at $1.25M in Q2 2023.
  • 626 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2023.

Based on IPG Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.