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SOA Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

SOA Wealth 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
2023
Q3 		– Sell
-770
Closed -$60.2K – 945
2023
Q2 		$60.2K Buy
770
+3
+0.4% +$224 0.01% 276
2023
Q1 		$56.6K Sell
767
-110
-13% -$8.1K 0.01% 270
2022
Q4 		$62K Sell
877
-44
-5% -$3.06K 0.02% 257
2022
Q3 		$57K Buy
+921
New +$63.6K 0.02% 249

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SOA Wealth Advisors's IUSV Position: Q3 2023 in Review

SOA Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 770 shares — an estimated $60.2K sold.

SOA Wealth Advisors first reported a position in IUSV in Q3 2022 and held it in 4 quarters. The position peaked at $62K in Q4 2022. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

  • SOA Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 770 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $60.2K.
  • SOA Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2022 and held it in 4 quarters.
  • SOA Wealth Advisors's iShares Core S&P US Value ETF position peaked at $62K in Q4 2022.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.