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

Tradition 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
Q1 		– Sell
-311
Closed -$26K – 797
2023
Q4 		$26K Buy
311
+26
+9% +$2.02K ﹤0.01% 778
2023
Q3 		$21K Buy
+285
New +$22.4K ﹤0.01% 831

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

Tradition Wealth Management's IUSV Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 311 shares — an estimated $26K sold.

Tradition Wealth Management first reported a position in IUSV in Q3 2023 and held it in 2 quarters. The position peaked at $26K in Q4 2023. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

  • Tradition Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 311 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $26K.
  • Tradition Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2023 and held it in 2 quarters.
  • Tradition Wealth Management's iShares Core S&P US Value ETF position peaked at $26K in Q4 2023.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.