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Peterson Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Peterson Financial Group’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
Q3 		$352K Buy
3,689
+11
+0.3% +$1.01K 1.36% 18
2024
Q2 		$324K Sell
3,678
-198
-5% -$17.5K 1.98% 18
2024
Q1 		$351K Sell
3,876
-111
-3% -$9.55K 2.29% 17
2023
Q4 		$336K Buy
+3,987
New +$310K 2.21% 17

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Peterson Financial Group's IUSV Position: Q3 2024 in Review

Peterson Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.3% in Q3 2024, buying an estimated $1.01K and bringing the position to 3,689 shares worth $352K. The position accounts for 1.36% of the portfolio, ranked #18.

Peterson Financial Group first reported a position in IUSV in Q4 2023 and has held it in 4 quarters since. 685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

  • Peterson Financial Group held 3,689 shares of iShares Core S&P US Value ETF worth $352K as of Q3 2024.
  • Peterson Financial Group bought 11 iShares Core S&P US Value ETF shares in Q3 2024, an estimated $1.01K.
  • iShares Core S&P US Value ETF made up 1.36% of Peterson Financial Group's portfolio in Q3 2024, its #18 holding.
  • Peterson Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.