Sugarloaf Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sugarloaf Wealth Management’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 Q4	$2.13K	Sell	23 -65	-74%	-$6.25K	﹤0.01%	626
2024 Q3	$8.4K	Hold	88	–	–	﹤0.01%	520
2024 Q2	$7.75K	Hold	88	–	–	﹤0.01%	501
2024 Q1	$7.96K	Hold	88	–	–	﹤0.01%	503
2023 Q4	$7.42K	Sell	88 -60	-41%	-$4.67K	﹤0.01%	515
2023 Q3	$11K	Hold	148	–	–	﹤0.01%	452
2023 Q2	$11.6K	Hold	148	–	–	﹤0.01%	460
2023 Q1	$10.9K	Hold	148	–	–	﹤0.01%	461
2022 Q4	$10.5K	Sell	148 -71	-32%	-$4.94K	﹤0.01%	492
2022 Q3	$14K	Hold	219	–	–	﹤0.01%	467
2022 Q2	$15K	Hold	219	–	–	﹤0.01%	459
2022 Q1	$17K	Hold	219	–	–	﹤0.01%	429
2021 Q4	$17K	Hold	219	–	–	﹤0.01%	447
2021 Q3	$16K	Hold	219	–	–	﹤0.01%	464
2021 Q2	$16K	Sell	219 -1,923	-90%	-$138K	﹤0.01%	450
2021 Q1	$15	Buy	2,142 +1,843	+616%	+$121K	﹤0.01%	459
2020 Q4	$19K	Hold	299	–	–	0.01%	391
2020 Q3	$16K	Hold	299	–	–	0.01%	388
2020 Q2	$16K	Hold	299	–	–	0.01%	386
2020 Q1	$14K	Hold	299	–	–	0.01%	388
2019 Q4	$19K	Buy	+299	New	+$18K	0.01%	376

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Sugarloaf Wealth Management's IUSV Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 74% in Q4 2024, selling an estimated $6.25K and leaving 23 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Sugarloaf Wealth Management first reported a position in IUSV in Q4 2019 and has held it in 21 quarters since. The position peaked at $19K in Q4 2020. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

Sugarloaf Wealth Management held 23 shares of iShares Core S&P US Value ETF worth $2.13K as of Q4 2024.
Sugarloaf Wealth Management sold 65 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $6.25K.
iShares Core S&P US Value ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #626 holding.
Sugarloaf Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares Core S&P US Value ETF position peaked at $19K in Q4 2020.
723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.