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

Synovus Financial’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
Q1 		– Sell
-3,482
Closed -$246K – 857
2022
Q4 		$246K Buy
3,482
+2
+0.1% +$139 ﹤0.01% 767
2022
Q3 		$218K Buy
3,480
+45
+1% +$3.11K ﹤0.01% 769
2022
Q2 		$230K Buy
3,435
+3
+0.1% +$215 ﹤0.01% 771
2022
Q1 		$260K Buy
+3,432
New +$257K ﹤0.01% 765
2020
Q3 		– Sell
-1,955
Closed -$101K – 1066
2020
Q2 		$101K Sell
1,955
-311
-14% -$15.9K ﹤0.01% 772
2020
Q1 		$105K Buy
2,266
+1,051
+87% +$60.4K ﹤0.01% 922
2019
Q4 		$77K Buy
1,215
+85
+8% +$5.13K ﹤0.01% 859
2019
Q3 		$66K Buy
1,130
+4
+0.4% +$228 ﹤0.01% 845
2019
Q2 		$63K Buy
1,126
+58
+5% +$3.23K ﹤0.01% 787
2019
Q1 		$59K Sell
1,068
-219
-17% -$11.7K ﹤0.01% 791
2018
Q4 		$63K Sell
1,287
-30
-2% -$1.59K ﹤0.01% 741
2018
Q3 		$73K Buy
1,317
+60
+5% +$3.35K ﹤0.01% 762
2018
Q2 		$68K Hold
1,257
– – ﹤0.01% 737
2018
Q1 		$68K Buy
+1,257
New +$69.7K ﹤0.01% 735

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Synovus Financial's IUSV Position: Q1 2023 in Review

Synovus Financial sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 3,482 shares — an estimated $246K sold.

Synovus Financial first reported a position in IUSV in Q1 2018 and held it in 14 quarters. The position peaked at $260K in Q1 2022. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • Synovus Financial reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • Synovus Financial sold 3,482 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $246K.
  • Synovus Financial first reported a position in iShares Core S&P US Value ETF in Q1 2018 and held it in 14 quarters.
  • Synovus Financial's iShares Core S&P US Value ETF position peaked at $260K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on Synovus Financial's 13F filing for Q1 2023, filed 11 May 2023.