Rehmann Capital Advisory Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Rehmann Capital Advisory 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
2022 Q2	–	Sell	-2,650	Closed	-$201K	–	528
2022 Q1	$201K	Buy	+2,650	New	+$199K	0.02%	505
2019 Q3	–	Sell	-2,872	Closed	-$163K	–	1906
2019 Q2	$163K	Buy	2,872 +12	+0.4%	+$668	0.02%	476
2019 Q1	$157K	Buy	+2,860	New	+$153K	0.02%	466
2018 Q4	–	Sell	-2,823	Closed	-$159K	–	1986
2018 Q3	$159K	Buy	2,823 +12	+0.4%	+$671	0.02%	466
2018 Q2	$151K	Hold	2,811	–	–	0.02%	453
2018 Q1	$149K	Buy	+2,811	New	+$156K	0.02%	444

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 $9.54B AUM 19.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Rehmann Capital Advisory Group's IUSV Position: Q2 2022 in Review

Rehmann Capital Advisory Group sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2022, closing a stake of 2,650 shares — an estimated $201K sold.

Rehmann Capital Advisory Group first reported a position in IUSV in Q1 2018 and held it in 6 quarters. The position peaked at $201K in Q1 2022. 484 funds tracked by Wall St. Rank hold IUSV as of Q2 2022.

Rehmann Capital Advisory Group reported no remaining iShares Core S&P US Value ETF position as of Q2 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 2,650 iShares Core S&P US Value ETF shares in Q2 2022, an estimated $201K.
Rehmann Capital Advisory Group first reported a position in iShares Core S&P US Value ETF in Q1 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's iShares Core S&P US Value ETF position peaked at $201K in Q1 2022.
484 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.