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Morris Financial Concepts’s iShares Core S&P US Value ETF IUSV Stock Holding History

Morris Financial Concepts’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
Q1 		– Sell
-55
Closed -$4.64K – 170
2023
Q4 		$4.64K Hold
55
– – ﹤0.01% 147
2023
Q3 		$4.1K Sell
55
-10
-15% -$785 ﹤0.01% 136
2023
Q2 		$5.09K Hold
65
– – ﹤0.01% 134
2023
Q1 		$4.8K Hold
65
– – ﹤0.01% 131
2022
Q4 		$4.59K Hold
65
– – ﹤0.01% 125
2022
Q3 		$4K Sell
65
-17
-21% -$1.17K ﹤0.01% 99
2022
Q2 		$5K Sell
82
-6
-7% -$431 ﹤0.01% 106
2022
Q1 		$7K Hold
88
– – 0.01% 101
2021
Q4 		$7K Buy
+88
New +$6.53K 0.01% 93

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morris Financial Concepts's IUSV Position: Q1 2024 in Review

Morris Financial Concepts sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 55 shares — an estimated $4.64K sold.

Morris Financial Concepts first reported a position in IUSV in Q4 2021 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • Morris Financial Concepts reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 55 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $4.64K.
  • Morris Financial Concepts first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 9 quarters.
  • Morris Financial Concepts's iShares Core S&P US Value ETF position peaked at $7K in Q1 2022.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Morris Financial Concepts's 13F filing for Q1 2024, filed 18 Apr 2024.