PWMG
IUSV icon

Provence Wealth Management Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Provence Wealth Management 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
2023
Q4 		$13.9K Hold
165
– – 0.01% 290
2023
Q3 		$12.3K Buy
+165
New +$12.9K 0.01% 291

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Provence Wealth Management Group's IUSV Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q4 2023 at 165 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #290.

Provence Wealth Management Group first reported a position in IUSV in Q3 2023 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold IUSV as of Q4 2023.

  • Provence Wealth Management Group held 165 shares of iShares Core S&P US Value ETF worth $13.9K as of Q4 2023.
  • Provence Wealth Management Group left its iShares Core S&P US Value ETF share count unchanged in Q4 2023.
  • iShares Core S&P US Value ETF made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #290 holding.
  • Provence Wealth Management Group first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.