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

Janiczek 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
2023
Q4 		– Sell
-33
Closed -$2.46K – 1151
2023
Q3 		$2.46K Buy
+33
New +$2.59K ﹤0.01% 809
2020
Q3 		– Sell
-455
Closed -$24K – 682
2020
Q2 		$24K Buy
+455
New +$23.2K 0.01% 111

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janiczek Wealth Management's IUSV Position: Q4 2023 in Review

Janiczek Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2023, closing a stake of 33 shares — an estimated $2.46K sold.

Janiczek Wealth Management first reported a position in IUSV in Q2 2020 and held it in 2 quarters. The position peaked at $24K in Q2 2020. 626 funds tracked by Wall St. Rank hold IUSV as of Q4 2023.

  • Janiczek Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 33 iShares Core S&P US Value ETF shares in Q4 2023, an estimated $2.46K.
  • Janiczek Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2020 and held it in 2 quarters.
  • Janiczek Wealth Management's iShares Core S&P US Value ETF position peaked at $24K in Q2 2020.
  • 626 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.