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

Paces Ferry 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
2022 Q1	–	Sell	-6,208	Closed	-$474K	–	120
2021 Q4	$474K	Buy	+6,208	New	+$460K	0.34%	65
2021 Q1	–	Sell	-4,305	Closed	-$268K	–	120
2020 Q4	$268K	Buy	4,305 +3,902	+968%	+$229K	0.24%	84
2020 Q3	$22K	Buy	+403	New	+$22K	0.02%	321

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Paces Ferry Wealth Advisors's IUSV Position: Q1 2022 in Review

Paces Ferry Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2022, closing a stake of 6,208 shares — an estimated $474K sold.

Paces Ferry Wealth Advisors first reported a position in IUSV in Q3 2020 and held it in 3 quarters. The position peaked at $474K in Q4 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

Paces Ferry Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2022 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 6,208 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $474K.
Paces Ferry Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2020 and held it in 3 quarters.
Paces Ferry Wealth Advisors's iShares Core S&P US Value ETF position peaked at $474K in Q4 2021.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.