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Norway Savings Bank’s iShares Core S&P US Value ETF IUSV Stock Holding History

Norway Savings Bank’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
-252
Closed -$17.8K – 208
2022
Q4 		$17.8K Hold
252
– – 0.01% 227
2022
Q3 		$16K Hold
252
– – 0.01% 231
2022
Q2 		$17K Hold
252
– – 0.01% 235
2022
Q1 		$19K Buy
+252
New +$18.9K 0.01% 233

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

Norway Savings Bank's IUSV Position: Q1 2023 in Review

Norway Savings Bank sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 252 shares — an estimated $17.8K sold.

Norway Savings Bank first reported a position in IUSV in Q1 2022 and held it in 4 quarters. The position peaked at $19K in Q1 2022. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • Norway Savings Bank reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • Norway Savings Bank sold 252 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $17.8K.
  • Norway Savings Bank first reported a position in iShares Core S&P US Value ETF in Q1 2022 and held it in 4 quarters.
  • Norway Savings Bank's iShares Core S&P US Value ETF position peaked at $19K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.