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

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-230	Closed	-$17K	–	234
2021 Q4	$17K	Hold	230	–	–	0.01%	303
2021 Q3	$17K	Hold	230	–	–	0.01%	309
2021 Q2	$17K	Buy	+230	New	+$16.5K	0.01%	311
2020 Q3	–	Sell	-300	Closed	-$16K	–	396
2020 Q2	$16K	Hold	300	–	–	0.01%	278
2020 Q1	$15K	Hold	300	–	–	0.02%	270
2019 Q4	$19K	Buy	+300	New	+$18.1K	0.02%	242

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

Stonebridge Financial Planning Group's IUSV Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2022, closing a stake of 230 shares — an estimated $17K sold.

Stonebridge Financial Planning Group first reported a position in IUSV in Q4 2019 and held it in 6 quarters. The position peaked at $19K in Q4 2019. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares Core S&P US Value ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 230 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $17K.
Stonebridge Financial Planning Group first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 6 quarters.
Stonebridge Financial Planning Group's iShares Core S&P US Value ETF position peaked at $19K in Q4 2019.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.