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

Wealth Quarterback’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 		$7K Hold
87
– – ﹤0.01% 532
2021
Q2 		$7K Buy
+87
New +$6.26K ﹤0.01% 539

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealth Quarterback's IUSV Position: Q3 2021 in Review

Wealth Quarterback held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2021 at 87 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Wealth Quarterback first reported a position in IUSV in Q2 2021 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold IUSV as of Q3 2021.

  • Wealth Quarterback held 87 shares of iShares Core S&P US Value ETF worth $7K as of Q3 2021.
  • Wealth Quarterback left its iShares Core S&P US Value ETF share count unchanged in Q3 2021.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #532 holding.
  • Wealth Quarterback first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.