Kelly Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Kelly Financial Services’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	-70	Closed	-$5.45K	–	775
2023 Q2	$5.45K	Buy	70 +1	+1%	+$75	﹤0.01%	441
2023 Q1	$5.12K	Hold	69	–	–	﹤0.01%	424
2022 Q4	$4.88K	Hold	69	–	–	﹤0.01%	406
2022 Q3	$4.3K	Buy	69 +1	+1%	+$69	﹤0.01%	415
2022 Q2	$4.56K	Hold	68	–	–	﹤0.01%	415
2022 Q1	$5.15K	Hold	68	–	–	﹤0.01%	427
2021 Q4	$5.16K	Buy	68 +1	+1%	+$74	﹤0.01%	436
2021 Q3	$4.76K	Sell	67 -4,740	-99%	-$344K	﹤0.01%	422
2021 Q2	$67K	Buy	4,807 +4,740	+7,075%	+$341K	﹤0.01%	426
2021 Q1	$4.59K	Buy	67 +1	+2%	+$66	﹤0.01%	405
2020 Q4	$4.12K	Hold	66	–	–	﹤0.01%	388
2020 Q3	$3.57K	Buy	66 +1	+2%	+$55	﹤0.01%	375
2020 Q2	$3.41K	Hold	65	–	–	﹤0.01%	375
2020 Q1	$3K	Buy	65 +1	+2%	+$58	﹤0.01%	353
2019 Q4	$4.06K	Buy	+64	New	+$3.86K	﹤0.01%	332

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Kelly Financial Services's IUSV Position: Q3 2023 in Review

Kelly Financial Services sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 70 shares — an estimated $5.45K sold.

Kelly Financial Services first reported a position in IUSV in Q4 2019 and held it in 15 quarters. The position peaked at $67K in Q2 2021. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

Kelly Financial Services reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
Kelly Financial Services sold 70 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $5.45K.
Kelly Financial Services first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 15 quarters.
Kelly Financial Services's iShares Core S&P US Value ETF position peaked at $67K in Q2 2021.
569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on Kelly Financial Services's 13F filing for Q3 2023, filed 17 Jul 2024.