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Money Concepts Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Money Concepts Capital’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
-1,301
Closed -$91.9K – 1717
2022
Q4 		$91.9K Buy
1,301
+1,257
+2,857% +$87.4K ﹤0.01% 1005
2022
Q3 		$3K Hold
44
– – ﹤0.01% 1316
2022
Q2 		$3K Sell
44
-661
-94% -$47.5K ﹤0.01% 1263
2022
Q1 		$53K Buy
+705
New +$52.8K ﹤0.01% 1213

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

Money Concepts Capital's IUSV Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 1,301 shares — an estimated $91.9K sold.

Money Concepts Capital first reported a position in IUSV in Q1 2022 and held it in 4 quarters. The position peaked at $91.9K in Q4 2022. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,301 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $91.9K.
  • Money Concepts Capital first reported a position in iShares Core S&P US Value ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's iShares Core S&P US Value ETF position peaked at $91.9K in Q4 2022.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.