Signet Financial Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Signet Financial 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
2022 Q1	–	Sell	-444	Closed	-$34K	–	765
2021 Q4	$34K	Buy	+444	New	+$32.9K	0.01%	642
2018 Q4	–	Sell	-444	Closed	-$25K	–	530
2018 Q3	$25K	Hold	444	–	–	﹤0.01%	489
2018 Q2	$24K	Sell	444 -156	-26%	-$8.41K	﹤0.01%	495
2018 Q1	$32K	Buy	+600	New	+$33.2K	0.01%	420

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Signet Financial Management's IUSV Position: Q1 2022 in Review

Signet Financial Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2022, closing a stake of 444 shares — an estimated $34K sold.

Signet Financial Management first reported a position in IUSV in Q1 2018 and held it in 4 quarters. The position peaked at $34K in Q4 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

Signet Financial Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 444 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $34K.
Signet Financial Management first reported a position in iShares Core S&P US Value ETF in Q1 2018 and held it in 4 quarters.
Signet Financial Management's iShares Core S&P US Value ETF position peaked at $34K in Q4 2021.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.