tru Independence’s iShares Core S&P US Value ETF IUSV Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-2,170	Closed	-$156K	–	271
2021 Q2	$156K	Sell	2,170 -34,546	-94%	-$2.48M	0.05%	99
2021 Q1	$2.53M	Buy	+36,716	New	+$2.41M	0.48%	71
2020 Q4	–	Sell	-17,882	Closed	-$971K	–	790
2020 Q3	$971K	Buy	+17,882	New	+$977K	0.28%	80
2020 Q2	–	Sell	-329,917	Closed	-$29.8K	–	900
2020 Q1	$29.8K	Buy	329,917 +327,380	+12,904%	+$18.8M	4.85%	3
2019 Q4	$117K	Buy	+2,537	New	+$153K	0.02%	290

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

tru Independence's IUSV Position: Q3 2021 in Review

tru Independence sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2021, closing a stake of 2,170 shares — an estimated $156K sold.

tru Independence first reported a position in IUSV in Q4 2019 and held it in 5 quarters. The position peaked at $2.53M in Q1 2021. 422 funds tracked by Wall St. Rank hold IUSV as of Q3 2021.

tru Independence reported no remaining iShares Core S&P US Value ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 2,170 iShares Core S&P US Value ETF shares in Q3 2021, an estimated $156K.
tru Independence first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 5 quarters.
tru Independence's iShares Core S&P US Value ETF position peaked at $2.53M in Q1 2021.
422 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.