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

KFG 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
2024
Q1 		– Sell
-3,107
Closed -$262K – 158
2023
Q4 		$262K Buy
3,107
+194
+7% +$15.1K 0.12% 113
2023
Q3 		$217K Buy
+2,913
New +$229K 0.12% 121

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KFG Wealth Management's IUSV Position: Q1 2024 in Review

KFG Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 3,107 shares — an estimated $262K sold.

KFG Wealth Management first reported a position in IUSV in Q3 2023 and held it in 2 quarters. The position peaked at $262K in Q4 2023. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • KFG Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
  • KFG Wealth Management sold 3,107 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $262K.
  • KFG Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2023 and held it in 2 quarters.
  • KFG Wealth Management's iShares Core S&P US Value ETF position peaked at $262K in Q4 2023.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on KFG Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.