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

Sandy Cove 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
-42,254
Closed -$3.56M – 127
2023
Q4 		$3.56M Buy
42,254
+453
+1% +$35.3K 1.83% 17
2023
Q3 		$3.12M Hold
41,801
– – 1.81% 16
2023
Q2 		$3.27M Buy
+41,801
New +$3.12M 1.86% 15

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
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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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 $666B AUM 30.12% 1-Year Est. Return

Sandy Cove Advisors's IUSV Position: Q1 2024 in Review

Sandy Cove Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 42,254 shares — an estimated $3.56M sold.

Sandy Cove Advisors first reported a position in IUSV in Q2 2023 and held it in 3 quarters. The position peaked at $3.56M in Q4 2023. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • Sandy Cove Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
  • Sandy Cove Advisors sold 42,254 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $3.56M.
  • Sandy Cove Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2023 and held it in 3 quarters.
  • Sandy Cove Advisors's iShares Core S&P US Value ETF position peaked at $3.56M in Q4 2023.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Sandy Cove Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.