V
IUSV icon

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

Veritable’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
Q3 		– Sell
-4,484
Closed -$351K – 405
2023
Q2 		$351K Sell
4,484
-96
-2% -$7.17K 0.01% 652
2023
Q1 		$338K Buy
4,580
+91
+2% +$6.7K 0.01% 647
2022
Q4 		$317K Sell
4,489
-111
-2% -$7.72K 0.01% 646
2022
Q3 		$288K Sell
4,600
-95
-2% -$6.56K 0.01% 641
2022
Q2 		$314K Buy
4,695
+179
+4% +$12.9K 0.01% 664
2022
Q1 		$343K Buy
4,516
+56
+1% +$4.2K 0.01% 670
2021
Q4 		$340K Sell
4,460
-51
-1% -$3.78K 0.01% 682
2021
Q3 		$320K Sell
4,511
-1,599
-26% -$116K 0.01% 671
2021
Q2 		$440K Buy
6,110
+73
+1% +$5.25K 0.01% 574
2021
Q1 		$416K Hold
6,037
– – 0.01% 553
2020
Q4 		$375K Buy
6,037
+1,464
+32% +$85.8K 0.01% 567
2020
Q3 		$248K Sell
4,573
-4,127
-47% -$226K 0.01% 631
2020
Q2 		$454K Sell
8,700
-384
-4% -$19.6K 0.01% 491
2020
Q1 		$419K Sell
9,084
-1,521
-14% -$87.5K 0.01% 489
2019
Q4 		$668K Buy
10,605
+1,885
+22% +$114K 0.01% 465
2019
Q3 		$504K Sell
8,720
-5
-0.1% -$285 0.01% 511
2019
Q2 		$494K Buy
8,725
+1
+0% +$56 0.01% 504
2019
Q1 		$478K Sell
8,724
-13,358
-60% -$714K 0.01% 511
2018
Q4 		$1.08M Buy
+22,082
New +$1.17M 0.02% 309

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Veritable's IUSV Position: Q3 2023 in Review

Veritable sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 4,484 shares — an estimated $351K sold.

Veritable first reported a position in IUSV in Q4 2018 and held it in 19 quarters. The position peaked at $1.08M in Q4 2018. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

  • Veritable reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 4,484 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $351K.
  • Veritable first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 19 quarters.
  • Veritable's iShares Core S&P US Value ETF position peaked at $1.08M in Q4 2018.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.