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WealthPlan Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-5,679
Closed -$434K – 501
2022
Q4 		$434K Sell
5,679
-275
-5% -$19.1K 0.03% 271
2022
Q3 		$428K Buy
+5,954
New +$411K 0.03% 264
2022
Q1 		$264K Buy
+3,669
New +$275K 0.02% 337

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPlan Investment Management's IUSV Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2023, closing a stake of 5,679 shares — an estimated $434K sold.

WealthPlan Investment Management first reported a position in IUSV in Q1 2022 and held it in 3 quarters. The position peaked at $434K in Q4 2022. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,679 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $434K.
  • WealthPlan Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares Core S&P US Value ETF position peaked at $434K in Q4 2022.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.