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Strategic Financial Concepts’s iShares Core S&P US Value ETF IUSV Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-15,406
Closed -$89.8K – 472
2024
Q2 		$89.8K Buy
+15,406
New +$1.36M 0.05% 192

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Strategic Financial Concepts's IUSV Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2024, closing a stake of 15,406 shares — an estimated $89.8K sold.

Strategic Financial Concepts first reported a position in IUSV in Q2 2024 and held it in 1 quarter. The position peaked at $89.8K in Q2 2024. 685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares Core S&P US Value ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 15,406 iShares Core S&P US Value ETF shares in Q3 2024, an estimated $89.8K.
  • Strategic Financial Concepts first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares Core S&P US Value ETF position peaked at $89.8K in Q2 2024.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.