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Lakewood Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Lakewood Asset 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
Q1 		– Sell
-940
Closed -$66K – 199
2022
Q4 		$66K Buy
+940
New +$65.4K 0.05% 158

Other funds holding IUSV

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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 $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lakewood Asset Management's IUSV Position: Q1 2023 in Review

Lakewood Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 940 shares — an estimated $66K sold.

Lakewood Asset Management first reported a position in IUSV in Q4 2022 and held it in 1 quarter. The position peaked at $66K in Q4 2022. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • Lakewood Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 940 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $66K.
  • Lakewood Asset Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's iShares Core S&P US Value ETF position peaked at $66K in Q4 2022.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.