TCI Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

TCI Wealth Advisors’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	-101	Closed	-$7.13K	–	2579
2022 Q4	$7.13K	Buy	+101	New	+$7.02K	﹤0.01%	1298
2019 Q3	–	Sell	-111	Closed	-$6K	–	1558
2019 Q2	$6K	Buy	+111	New	+$6.18K	﹤0.01%	725
2016 Q2	–	Sell	-4,941	Closed	-$218K	–	1337
2016 Q1	$218K	Buy	+4,941	New	+$201K	0.12%	124
2014 Q1	–	Sell	-960	Closed	-$43K	–	900
2013 Q4	$43K	Buy	960 +63	+7%	+$2.5K	0.03%	259
2013 Q3	$38K	Hold	897	–	–	0.03%	229
2013 Q2	$33K	Buy	+897	New	+$32.6K	0.03%	253

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 $9.54B AUM 19.86% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

TCI Wealth Advisors's IUSV Position: Q1 2023 in Review

TCI Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 101 shares — an estimated $7.13K sold.

TCI Wealth Advisors first reported a position in IUSV in Q2 2013 and held it in 6 quarters. The position peaked at $218K in Q1 2016. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

TCI Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 101 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $7.13K.
TCI Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2013 and held it in 6 quarters.
TCI Wealth Advisors's iShares Core S&P US Value ETF position peaked at $218K in Q1 2016.
551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.