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Morling Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Morling Financial Advisors’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
2024
Q2 		– Sell
-15,668
Closed -$1.42M – 98
2024
Q1 		$1.42M Hold
15,668
– – 0.81% 17
2023
Q4 		$1.32M Hold
15,668
– – 1.07% 16
2023
Q3 		$1.17M Hold
15,668
– – 1.16% 16
2023
Q2 		$1.23M Hold
15,668
– – 1.18% 18
2023
Q1 		$1.16M Hold
15,668
– – 1.25% 16
2022
Q4 		$1.11M Hold
15,668
– – 1.41% 15
2022
Q3 		$981K Hold
15,668
– – 1.34% 17
2022
Q2 		$1.05M Hold
15,668
– – 1.37% 17
2022
Q1 		$1.19M Buy
+15,668
New +$1.17M 1.5% 14

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
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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morling Financial Advisors's IUSV Position: Q2 2024 in Review

Morling Financial Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 15,668 shares — an estimated $1.42M sold.

Morling Financial Advisors first reported a position in IUSV in Q1 2022 and held it in 9 quarters. The position peaked at $1.42M in Q1 2024. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • Morling Financial Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • Morling Financial Advisors sold 15,668 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $1.42M.
  • Morling Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2022 and held it in 9 quarters.
  • Morling Financial Advisors's iShares Core S&P US Value ETF position peaked at $1.42M in Q1 2024.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on Morling Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.