JWM
IUSV icon

Jackson Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Jackson Wealth Management’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
2021
Q3 		– Sell
-49,414
Closed -$3.56M – 104
2021
Q2 		$3.56M Buy
49,414
+3,069
+7% +$221K 0.45% 57
2021
Q1 		$3.19M Buy
+46,345
New +$3.04M 0.48% 60

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jackson Wealth Management's IUSV Position: Q3 2021 in Review

Jackson Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2021, closing a stake of 49,414 shares — an estimated $3.56M sold.

Jackson Wealth Management first reported a position in IUSV in Q1 2021 and held it in 2 quarters. The position peaked at $3.56M in Q2 2021. 422 funds tracked by Wall St. Rank hold IUSV as of Q3 2021.

  • Jackson Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 49,414 iShares Core S&P US Value ETF shares in Q3 2021, an estimated $3.56M.
  • Jackson Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 2 quarters.
  • Jackson Wealth Management's iShares Core S&P US Value ETF position peaked at $3.56M in Q2 2021.
  • 422 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2021.

Based on Jackson Wealth Management's 13F filing for Q3 2021, filed 10 Dec 2021.