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Sanctuary Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sanctuary Wealth Management’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
Q4 		$87.2K Hold
942
– – 0.06% 70
2024
Q3 		$90K Hold
942
– – 0.06% 69
2024
Q2 		$83K Hold
942
– – 0.06% 68
2024
Q1 		$85.2K Hold
942
– – 0.07% 71
2023
Q4 		$79.4K Buy
+942
New +$73.4K 0.08% 68

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Sanctuary Wealth Management's IUSV Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q4 2024 at 942 shares worth $87.2K. The position accounts for 0.06% of the portfolio, ranked #70.

Sanctuary Wealth Management first reported a position in IUSV in Q4 2023 and has held it in 5 quarters since. The position peaked at $90K in Q3 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Sanctuary Wealth Management held 942 shares of iShares Core S&P US Value ETF worth $87.2K as of Q4 2024.
  • Sanctuary Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q4 2024.
  • iShares Core S&P US Value ETF made up 0.06% of Sanctuary Wealth Management's portfolio in Q4 2024, its #70 holding.
  • Sanctuary Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Sanctuary Wealth Management's iShares Core S&P US Value ETF position peaked at $90K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.