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

Retirement 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 Q1	$2.53K	Hold	28	–	–	﹤0.01%	633
2023 Q4	$2.36K	Hold	28	–	–	﹤0.01%	624
2023 Q3	$2.09K	Hold	28	–	–	﹤0.01%	579
2023 Q2	$2.19K	Hold	28	–	–	﹤0.01%	607
2023 Q1	$2K	Hold	28	–	–	﹤0.01%	590
2022 Q4	$2K	Buy	+28	New	+$1.95K	﹤0.01%	528
2022 Q3	–	Sell	-28	Closed	-$2K	–	651
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	623
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	629
2021 Q4	$2K	Hold	28	–	–	﹤0.01%	611
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	522
2021 Q2	$2K	Buy	+28	New	+$2.01K	﹤0.01%	566
2020 Q4	–	Sell	-2,044	Closed	-$111K	–	693
2020 Q3	$111K	Sell	2,044 -157	-7%	-$8.58K	0.06%	173
2020 Q2	$115K	Buy	+2,201	New	+$112K	0.07%	151
2019 Q4	$250K	Buy	+3,967	New	+$239K	0.16%	95

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

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

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

Retirement Group's IUSV Position: Q1 2024 in Review

Retirement Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2024 at 28 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Retirement Group first reported a position in IUSV in Q4 2019 and has held it in 14 quarters since. The position peaked at $250K in Q4 2019. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

Retirement Group held 28 shares of iShares Core S&P US Value ETF worth $2.53K as of Q1 2024.
Retirement Group left its iShares Core S&P US Value ETF share count unchanged in Q1 2024.
iShares Core S&P US Value ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #633 holding.
Retirement Group first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 14 quarters since.
Retirement Group's iShares Core S&P US Value ETF position peaked at $250K in Q4 2019.
635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.