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

V 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
2021 Q3	–	Sell	-3,126	Closed	-$226K	–	555
2021 Q2	$226K	Buy	+3,126	New	+$225K	0.04%	426
2017 Q3	–	Sell	-202	Closed	-$10K	–	451
2017 Q2	$10K	Buy	+202	New	+$10.2K	﹤0.01%	568

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 $4.05B AUM 19.01% 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

V Wealth Advisors's IUSV Position: Q3 2021 in Review

V Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2021, closing a stake of 3,126 shares — an estimated $226K sold.

V Wealth Advisors first reported a position in IUSV in Q2 2017 and held it in 2 quarters. The position peaked at $226K in Q2 2021. 422 funds tracked by Wall St. Rank hold IUSV as of Q3 2021.

V Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q3 2021 after selling out during the quarter.
V Wealth Advisors sold 3,126 iShares Core S&P US Value ETF shares in Q3 2021, an estimated $226K.
V Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2017 and held it in 2 quarters.
V Wealth Advisors's iShares Core S&P US Value ETF position peaked at $226K in Q2 2021.
422 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2021.

Based on V Wealth Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.