JNBA Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

JNBA Financial 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
2022 Q1	–	Sell	-56	Closed	-$4K	–	765
2021 Q4	$4K	Hold	56	–	–	﹤0.01%	640
2021 Q3	$4K	Hold	56	–	–	﹤0.01%	614
2021 Q2	$4K	Hold	56	–	–	﹤0.01%	568
2021 Q1	$4K	Hold	56	–	–	﹤0.01%	547
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	527
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	498
2020 Q2	$3K	Hold	56	–	–	﹤0.01%	492
2020 Q1	$3K	Hold	56	–	–	﹤0.01%	487
2019 Q4	$4K	Hold	56	–	–	﹤0.01%	509
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	516
2019 Q2	$3K	Hold	56	–	–	﹤0.01%	566
2019 Q1	$3K	Buy	+56	New	+$2.99K	﹤0.01%	489

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 $6.53B AUM 20.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

JNBA Financial Advisors's IUSV Position: Q1 2022 in Review

JNBA Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2022, closing a stake of 56 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in IUSV in Q1 2019 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

JNBA Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2022 after selling out during the quarter.
JNBA Financial Advisors sold 56 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $4K.
JNBA Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2019 and held it in 12 quarters.
JNBA Financial Advisors's iShares Core S&P US Value ETF position peaked at $4K in Q4 2021.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.