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Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$63.3K Buy
+2,745
New +$62.6K 0.02% 222
2024
Q4 		$64.3K Sell
2,831
-660
-19% -$15.3K 0.02% 225
2024
Q3 		$83.1K Buy
3,491
+5
+0.1% +$117 0.02% 193
2024
Q2 		$79.2K Sell
3,486
-42
-1% -$951 0.02% 188
2024
Q1 		$81.1K Buy
3,528
+540
+18% +$12.4K 0.02% 199
2023
Q4 		$69.5K Buy
2,988
+337
+13% +$7.45K 0.03% 183
2023
Q3 		$57.7K Sell
2,651
-145
-5% -$3.23K 0.02% 224
2023
Q2 		$63.6K Sell
2,796
-17
-0.6% -$387 0.02% 224
2023
Q1 		$64.7K Sell
2,813
-947
-25% -$21.6K 0.03% 174
2022
Q4 		$83.8K Sell
3,760
-1,887
-33% -$41.7K 0.05% 137
2022
Q3 		$123K Buy
5,647
+1,177
+26% +$27.3K 0.08% 113
2022
Q2 		$103K Buy
4,470
+869
+24% +$20.6K 0.06% 128
2022
Q1 		$87K Buy
+3,601
New +$93.2K 0.06% 142

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SUSC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025: 2,745 shares worth $63.3K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SUSC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SUSC in Q1 2022 and has held it in 13 quarters since. The position peaked at $123K in Q3 2022. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 2,745 shares of iShares ESG Aware USD Corporate Bond ETF worth $63.3K as of Q2 2025.
  • iShares ESG Aware USD Corporate Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #222 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $123K in Q3 2022.
  • 257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.