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

Ten Capital 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 Q2	–	Sell	-162	Closed	-$12K	–	355
2023 Q1	$12K	Hold	162	–	–	﹤0.01%	357
2022 Q4	$11.4K	Hold	162	–	–	﹤0.01%	293
2022 Q3	$10K	Hold	162	–	–	﹤0.01%	301
2022 Q2	$11K	Buy	162 +12	+8%	+$862	﹤0.01%	256
2022 Q1	$11K	Hold	150	–	–	﹤0.01%	279
2021 Q4	$11K	Sell	150 -18	-11%	-$1.33K	﹤0.01%	290
2021 Q3	$12K	Buy	+168	New	+$12.2K	0.01%	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

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

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

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

Ten Capital Wealth Advisors's IUSV Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2023, closing a stake of 162 shares — an estimated $12K sold.

Ten Capital Wealth Advisors first reported a position in IUSV in Q3 2021 and held it in 7 quarters. The position peaked at $12K in Q3 2021. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 162 iShares Core S&P US Value ETF shares in Q2 2023, an estimated $12K.
Ten Capital Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's iShares Core S&P US Value ETF position peaked at $12K in Q3 2021.
576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.