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Wealthgate Family Office’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wealthgate Family Office’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
Q4 		– Sell
-169
Closed -$12K – 41
2021
Q3 		$12K Buy
+169
New +$12.3K 0.02% 42

Other funds holding IUSV

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthgate Family Office's IUSV Position: Q4 2021 in Review

Wealthgate Family Office sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2021, closing a stake of 169 shares — an estimated $12K sold.

Wealthgate Family Office first reported a position in IUSV in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q4 2021.

  • Wealthgate Family Office reported no remaining iShares Core S&P US Value ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 169 iShares Core S&P US Value ETF shares in Q4 2021, an estimated $12K.
  • Wealthgate Family Office first reported a position in iShares Core S&P US Value ETF in Q3 2021 and held it in 1 quarter.
  • Wealthgate Family Office's iShares Core S&P US Value ETF position peaked at $12K in Q3 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.