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Ridgewood Investments’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-122
Closed -$9.55K – 469
2023
Q2 		$9.55K Hold
122
– – 0.01% 517
2023
Q1 		$9K Buy
+122
New +$8.98K 0.01% 524

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 $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $3.51B AUM 13.98% 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 $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ridgewood Investments's IUSV Position: Q3 2023 in Review

Ridgewood Investments sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 122 shares — an estimated $9.55K sold.

Ridgewood Investments first reported a position in IUSV in Q1 2023 and held it in 2 quarters. The position peaked at $9.55K in Q2 2023. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

  • Ridgewood Investments reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 122 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $9.55K.
  • Ridgewood Investments first reported a position in iShares Core S&P US Value ETF in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's iShares Core S&P US Value ETF position peaked at $9.55K in Q2 2023.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.