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Laurel Wealth Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Laurel Wealth Planning’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
-1,734
Closed -$122K – 123
2022
Q4 		$122K Hold
1,734
– – 0.08% 75
2022
Q3 		$109K Hold
1,734
– – 0.08% 74
2022
Q2 		$116K Hold
1,734
– – 0.08% 75
2022
Q1 		$132K Hold
1,734
– – 0.09% 79
2021
Q4 		$132K Hold
1,734
– – 0.1% 70
2021
Q3 		$123K Hold
1,734
– – 0.1% 67
2021
Q2 		$125K Sell
1,734
-605
-26% -$43.5K 0.11% 54
2021
Q1 		$161K Sell
2,339
-793
-25% -$52K 0.15% 48
2020
Q4 		$195K Buy
+3,132
New +$183K 0.19% 43

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laurel Wealth Planning's IUSV Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 1,734 shares — an estimated $122K sold.

Laurel Wealth Planning first reported a position in IUSV in Q4 2020 and held it in 9 quarters. The position peaked at $195K in Q4 2020. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • Laurel Wealth Planning reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 1,734 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $122K.
  • Laurel Wealth Planning first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's iShares Core S&P US Value ETF position peaked at $195K in Q4 2020.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.