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Running Point Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Running Point Capital 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
Q1 		– Sell
-3,227
Closed -$272K – 155
2023
Q4 		$272K Hold
3,227
– – 0.13% 82
2023
Q3 		$241K Buy
+3,227
New +$253K 0.14% 84

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Running Point Capital Advisors's IUSV Position: Q1 2024 in Review

Running Point Capital Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 3,227 shares — an estimated $272K sold.

Running Point Capital Advisors first reported a position in IUSV in Q3 2023 and held it in 2 quarters. The position peaked at $272K in Q4 2023. 637 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • Running Point Capital Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
  • Running Point Capital Advisors sold 3,227 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $272K.
  • Running Point Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2023 and held it in 2 quarters.
  • Running Point Capital Advisors's iShares Core S&P US Value ETF position peaked at $272K in Q4 2023.
  • 637 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Running Point Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.