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Oxler Private Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-2,000
Closed -$226K – 224
2022
Q3 		$226K Buy
+2,000
New +$138K 0.13% 94

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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

Oxler Private Wealth's IUSV Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2022, closing a stake of 2,000 shares — an estimated $226K sold.

Oxler Private Wealth first reported a position in IUSV in Q3 2022 and held it in 1 quarter. The position peaked at $226K in Q3 2022. 547 funds tracked by Wall St. Rank hold IUSV as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Core S&P US Value ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 2,000 iShares Core S&P US Value ETF shares in Q4 2022, an estimated $226K.
  • Oxler Private Wealth first reported a position in iShares Core S&P US Value ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Core S&P US Value ETF position peaked at $226K in Q3 2022.
  • 547 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.