PSI Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

PSI 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
2023 Q2	–	Sell	-132	Closed	-$9.74K	–	868
2023 Q1	$9.74K	Buy	+132	New	+$9.72K	﹤0.01%	435
2022 Q4	–	Sell	-132	Closed	-$8K	–	800
2022 Q3	$8K	Hold	132	–	–	﹤0.01%	461
2022 Q2	$9K	Hold	132	–	–	﹤0.01%	480
2022 Q1	$10K	Hold	132	–	–	﹤0.01%	469
2021 Q4	$10K	Hold	132	–	–	﹤0.01%	499
2021 Q3	$9K	Buy	+132	New	+$9.59K	﹤0.01%	507
2020 Q2	–	Sell	-132	Closed	-$6.09M	–	118
2020 Q1	$6.09M	Sell	132 -195	-60%	-$11.2K	5.61%	3
2019 Q4	$20K	Buy	+327	New	+$19.7K	0.01%	381

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

PSI Advisors's IUSV Position: Q2 2023 in Review

PSI Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2023, closing a stake of 132 shares — an estimated $9.74K sold.

PSI Advisors first reported a position in IUSV in Q4 2019 and held it in 8 quarters. The position peaked at $6.09M in Q1 2020. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2023.

PSI Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2023 after selling out during the quarter.
PSI Advisors sold 132 iShares Core S&P US Value ETF shares in Q2 2023, an estimated $9.74K.
PSI Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 8 quarters.
PSI Advisors's iShares Core S&P US Value ETF position peaked at $6.09M in Q1 2020.
576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.