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

Rational 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
2024
Q2 		– Sell
-4,761
Closed -$431K – 214
2024
Q1 		$431K Sell
4,761
-1,774
-27% -$153K 0.04% 97
2023
Q4 		$551K Buy
+6,535
New +$509K 0.06% 84

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 $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rational Advisors's IUSV Position: Q2 2024 in Review

Rational Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 4,761 shares — an estimated $431K sold.

Rational Advisors first reported a position in IUSV in Q4 2023 and held it in 2 quarters. The position peaked at $551K in Q4 2023. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • Rational Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • Rational Advisors sold 4,761 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $431K.
  • Rational Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and held it in 2 quarters.
  • Rational Advisors's iShares Core S&P US Value ETF position peaked at $551K in Q4 2023.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on Rational Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.