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NVWM LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

NVWM LLC’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
-230
Closed -$20.8K – 648
2024
Q1 		$20.8K Buy
+230
New +$19.8K 0.01% 272
2023
Q3 		– Sell
-343
Closed -$26.8K – 455
2023
Q2 		$26.8K Buy
+343
New +$25.6K 0.01% 281

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 $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NVWM LLC's IUSV Position: Q2 2024 in Review

NVWM LLC sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 230 shares — an estimated $20.8K sold.

NVWM LLC first reported a position in IUSV in Q2 2023 and held it in 2 quarters. The position peaked at $26.8K in Q2 2023. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • NVWM LLC reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • NVWM LLC sold 230 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $20.8K.
  • NVWM LLC first reported a position in iShares Core S&P US Value ETF in Q2 2023 and held it in 2 quarters.
  • NVWM LLC's iShares Core S&P US Value ETF position peaked at $26.8K in Q2 2023.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on NVWM LLC's 13F filing for Q2 2024, filed 13 Aug 2024.