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

MinichMacGregor 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
2023
Q1 		– Sell
-67
Closed -$4.75K – 349
2022
Q4 		$4.75K Buy
+67
New +$4.66K ﹤0.01% 489

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
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

MinichMacGregor Wealth Management's IUSV Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 67 shares — an estimated $4.75K sold.

MinichMacGregor Wealth Management first reported a position in IUSV in Q4 2022 and held it in 1 quarter. The position peaked at $4.75K in Q4 2022. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 67 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $4.75K.
  • MinichMacGregor Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's iShares Core S&P US Value ETF position peaked at $4.75K in Q4 2022.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.