Simplicity Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Simplicity Solutions’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
2023 Q3	–	Sell	-3,612	Closed	-$283K	–	1046
2023 Q2	$283K	Hold	3,612	–	–	0.01%	849
2023 Q1	$267K	Buy	+3,612	New	+$266K	0.01%	901
2021 Q1	–	Sell	-101,069	Closed	-$6.29M	–	740
2020 Q4	$6.29M	Buy	101,069 +1,512	+2%	+$88.6K	0.09%	194
2020 Q3	$5.41M	Sell	99,557 -415	-0.4%	-$22.7K	0.1%	183
2020 Q2	$5.22M	Buy	99,972 +18,909	+23%	+$966K	0.1%	181
2020 Q1	$3.74M	Buy	81,063 +34,431	+74%	+$1.98M	0.12%	157
2019 Q4	$2.94M	Buy	46,632 +15,279	+49%	+$921K	0.09%	187
2019 Q3	$1.81M	Buy	+31,353	New	+$1.78M	0.07%	197

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 $9.54B AUM 19.86% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Simplicity Solutions's IUSV Position: Q3 2023 in Review

Simplicity Solutions sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 3,612 shares — an estimated $283K sold.

Simplicity Solutions first reported a position in IUSV in Q3 2019 and held it in 8 quarters. The position peaked at $6.29M in Q4 2020. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

Simplicity Solutions reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 3,612 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $283K.
Simplicity Solutions first reported a position in iShares Core S&P US Value ETF in Q3 2019 and held it in 8 quarters.
Simplicity Solutions's iShares Core S&P US Value ETF position peaked at $6.29M in Q4 2020.
569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.