LWM
IUSV icon

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

Liberty 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
2021
Q4 		– Sell
-34
Closed -$2K – 637
2021
Q3 		$2K Buy
34
+1
+3% +$73 ﹤0.01% 1061
2021
Q2 		$2K Sell
33
-3
-8% -$216 ﹤0.01% 926
2021
Q1 		$2K Hold
36
– – ﹤0.01% 818
2020
Q4 		$2K Buy
+36
New +$2.11K ﹤0.01% 815

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Liberty Wealth Management's IUSV Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2021, closing a stake of 34 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in IUSV in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 34 iShares Core S&P US Value ETF shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's iShares Core S&P US Value ETF position peaked at $2K in Q3 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.