Moss Adams Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Moss Adams Wealth 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
2023 Q2	–	Sell	-26	Closed	-$1.92K	–	160
2023 Q1	$1.92K	Buy	+26	New	+$1.92K	﹤0.01%	158

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moss Adams Wealth Advisors's IUSV Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2023, closing a stake of 26 shares — an estimated $1.92K sold.

Moss Adams Wealth Advisors first reported a position in IUSV in Q1 2023 and held it in 1 quarter. The position peaked at $1.92K in Q1 2023. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2023.

Moss Adams Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 26 iShares Core S&P US Value ETF shares in Q2 2023, an estimated $1.92K.
Moss Adams Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 1 quarter.
Moss Adams Wealth Advisors's iShares Core S&P US Value ETF position peaked at $1.92K in Q1 2023.
576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.