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Sowell Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sowell Financial 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
2023
Q2 		– Sell
-2,763
Closed -$204K – 685
2023
Q1 		$204K Buy
+2,763
New +$203K 0.02% 684
2021
Q2 		– Sell
-6,957
Closed -$508K – 1617
2021
Q1 		$508K Buy
6,957
+4,848
+230% +$318K 0.02% 635
2020
Q4 		$131K Sell
2,109
-56
-3% -$3.28K 0.01% 1046
2020
Q3 		$118K Sell
2,165
-36
-2% -$1.97K 0.01% 915
2020
Q2 		$115K Sell
2,201
-1,657
-43% -$84.6K 0.01% 923
2020
Q1 		$178K Sell
3,858
-7,600
-66% -$437K 0.01% 678
2019
Q4 		$722K Buy
11,458
+9,340
+441% +$563K 0.06% 340
2019
Q3 		$122K Buy
+2,118
New +$121K 0.01% 778

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's IUSV Position: Q2 2023 in Review

Sowell Financial Services sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2023, closing a stake of 2,763 shares — an estimated $204K sold.

Sowell Financial Services first reported a position in IUSV in Q3 2019 and held it in 8 quarters. The position peaked at $722K in Q4 2019. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2023.

  • Sowell Financial Services reported no remaining iShares Core S&P US Value ETF position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 2,763 iShares Core S&P US Value ETF shares in Q2 2023, an estimated $204K.
  • Sowell Financial Services first reported a position in iShares Core S&P US Value ETF in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's iShares Core S&P US Value ETF position peaked at $722K in Q4 2019.
  • 576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.