WealthBridge Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

WealthBridge Capital 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
2022 Q1	–	Sell	-3,045	Closed	-$232K	–	193
2021 Q4	$232K	Sell	3,045 -5,936	-66%	-$440K	0.09%	155
2021 Q3	$637K	Sell	8,981 -3,103	-26%	-$225K	0.24%	83
2021 Q2	$870K	Buy	12,084 +3,217	+36%	+$231K	0.32%	66
2021 Q1	$611K	Buy	8,867 +2,011	+29%	+$132K	0.25%	84
2020 Q4	$426K	Buy	+6,856	New	+$402K	0.19%	92
2019 Q2	–	Sell	-258	Closed	-$14K	–	485
2019 Q1	$14K	Sell	258 -588	-70%	-$31.4K	0.01%	502
2018 Q4	$42K	Buy	+846	New	+$45K	0.03%	269

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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthBridge Capital Management's IUSV Position: Q1 2022 in Review

WealthBridge Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2022, closing a stake of 3,045 shares — an estimated $232K sold.

WealthBridge Capital Management first reported a position in IUSV in Q4 2018 and held it in 7 quarters. The position peaked at $870K in Q2 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

WealthBridge Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2022 after selling out during the quarter.
WealthBridge Capital Management sold 3,045 iShares Core S&P US Value ETF shares in Q1 2022, an estimated $232K.
WealthBridge Capital Management first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 7 quarters.
WealthBridge Capital Management's iShares Core S&P US Value ETF position peaked at $870K in Q2 2021.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

Based on WealthBridge Capital Management's 13F filing for Q1 2022, filed 15 Apr 2022.