Sanford Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sanford Advisory Services’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
2022 Q4	$1.96M	Sell	27,771 -841	-3%	-$58.5K	0.47%	37
2022 Q3	$1.79M	Sell	28,612 -3,138	-10%	-$217K	0.51%	29
2022 Q2	$2.12M	Buy	31,750 +4,257	+15%	+$306K	0.6%	24
2022 Q1	$2.09M	Buy	27,493 +18,623	+210%	+$1.4M	0.57%	23
2021 Q4	$677K	Buy	8,870 +1,911	+27%	+$142K	0.15%	53
2021 Q3	$493K	Buy	6,959 +546	+9%	+$39.7K	0.12%	64
2021 Q2	$461K	Hold	6,413	–	–	0.12%	66
2021 Q1	$442K	Buy	6,413 +1,433	+29%	+$94K	0.12%	65
2020 Q4	$310K	Buy	+4,980	New	+$292K	0.1%	75

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanford Advisory Services's IUSV Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.9% in Q4 2022, selling an estimated $58.5K and leaving 27,771 shares worth $1.96M. The position accounts for 0.47% of the portfolio, ranked #37.

Sanford Advisory Services first reported a position in IUSV in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.12M in Q2 2022. 547 funds tracked by Wall St. Rank hold IUSV as of Q4 2022.

Sanford Advisory Services held 27,771 shares of iShares Core S&P US Value ETF worth $1.96M as of Q4 2022.
Sanford Advisory Services sold 841 iShares Core S&P US Value ETF shares in Q4 2022, an estimated $58.5K.
iShares Core S&P US Value ETF made up 0.47% of Sanford Advisory Services's portfolio in Q4 2022, its #37 holding.
Sanford Advisory Services first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares Core S&P US Value ETF position peaked at $2.12M in Q2 2022.
547 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.