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Steward Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Steward Financial Group’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 		$2K Buy
+28
New +$2.2K ﹤0.01% 999
2022
Q3 		– Sell
-28
Closed -$1K – 691
2022
Q2 		$1K Hold
28
– – ﹤0.01% 771
2022
Q1 		$2K Buy
+28
New +$2.1K ﹤0.01% 283

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 $4.05B AUM 19.01% 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

Steward Financial Group's IUSV Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2023: 28 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IUSV as recently as Q2 2022.

Steward Financial Group first reported a position in IUSV in Q1 2022 and has held it in 3 quarters since. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

  • Steward Financial Group held 28 shares of iShares Core S&P US Value ETF worth $2K as of Q3 2023.
  • iShares Core S&P US Value ETF was a new Steward Financial Group position in Q3 2023.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #999 holding.
  • Steward Financial Group first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 3 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.