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

Rise 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
Q4 		– Sell
-39
Closed -$2.88K – 643
2023
Q3 		$2.88K Hold
39
– – ﹤0.01% 427
2023
Q2 		$3.02K Buy
39
+1
+3% +$75 ﹤0.01% 469
2023
Q1 		$2.83K Sell
38
-339
-90% -$25K ﹤0.01% 528
2022
Q4 		$26.6K Buy
+377
New +$26.2K 0.02% 215

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rise Advisors's IUSV Position: Q4 2023 in Review

Rise Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2023, closing a stake of 39 shares — an estimated $2.88K sold.

Rise Advisors first reported a position in IUSV in Q4 2022 and held it in 4 quarters. The position peaked at $26.6K in Q4 2022. 626 funds tracked by Wall St. Rank hold IUSV as of Q4 2023.

  • Rise Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2023 after selling out during the quarter.
  • Rise Advisors sold 39 iShares Core S&P US Value ETF shares in Q4 2023, an estimated $2.88K.
  • Rise Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 4 quarters.
  • Rise Advisors's iShares Core S&P US Value ETF position peaked at $26.6K in Q4 2022.
  • 626 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.