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McKinley Carter Wealth Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

McKinley Carter Wealth 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
2022
Q3 		– Sell
-4,498
Closed -$301K – 291
2022
Q2 		$301K Sell
4,498
-226
-5% -$16.2K 0.03% 239
2022
Q1 		$358K Hold
4,724
– – 0.03% 227
2021
Q4 		$361K Sell
4,724
-5,106
-52% -$379K 0.03% 224
2021
Q3 		$697K Sell
9,830
-986
-9% -$71.6K 0.06% 162
2021
Q2 		$778K Sell
10,816
-43
-0.4% -$3.09K 0.06% 157
2021
Q1 		$748K Buy
+10,859
New +$713K 0.06% 158
2020
Q1 		– Sell
-2,037
Closed -$128K – 156
2019
Q4 		$128K Buy
+2,037
New +$123K 0.03% 165
2019
Q3 		– Sell
-32,339
Closed -$1.83M – 163
2019
Q2 		$1.83M Buy
32,339
+1,673
+5% +$93.2K 0.49% 51
2019
Q1 		$1.68M Buy
30,666
+832
+3% +$44.5K 0.47% 51
2018
Q4 		$1.47M Buy
29,834
+3,534
+13% +$188K 0.48% 55
2018
Q3 		$1.48M Buy
26,300
+5,478
+26% +$306K 0.44% 57
2018
Q2 		$1.12M Buy
20,822
+6,930
+50% +$374K 0.36% 65
2018
Q1 		$738K Buy
13,892
+520
+4% +$28.8K 0.24% 82
2017
Q4 		$741K Buy
13,372
+1,178
+10% +$63.3K 0.25% 78
2017
Q3 		$638K Buy
12,194
+7,405
+155% +$380K 0.24% 77
2017
Q2 		$244K Buy
+4,789
New +$242K 0.11% 116

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 $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
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

McKinley Carter Wealth Services's IUSV Position: Q3 2022 in Review

McKinley Carter Wealth Services sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 4,498 shares — an estimated $301K sold.

McKinley Carter Wealth Services first reported a position in IUSV in Q2 2017 and held it in 16 quarters. The position peaked at $1.83M in Q2 2019. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

  • McKinley Carter Wealth Services reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,498 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $301K.
  • McKinley Carter Wealth Services first reported a position in iShares Core S&P US Value ETF in Q2 2017 and held it in 16 quarters.
  • McKinley Carter Wealth Services's iShares Core S&P US Value ETF position peaked at $1.83M in Q2 2019.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2022, filed 24 Oct 2022.