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

WealthPLAN Partners’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	-614	Closed	-$48.1K	–	719
2023 Q2	$48.1K	Hold	614	–	–	0.01%	518
2023 Q1	$45.3K	Sell	614 -5,065	-89%	-$373K	0.01%	577
2022 Q4	$433K	Buy	+5,679	New	+$395K	0.03%	273
2022 Q1	$264K	Sell	3,669 -105	-3%	-$7.87K	0.02%	337
2021 Q4	$283K	Hold	3,774	–	–	0.02%	325
2021 Q3	$281K	Hold	3,774	–	–	0.02%	322
2021 Q2	$279K	Buy	3,774 +420	+13%	+$30.2K	0.02%	303
2021 Q1	$242K	Sell	3,354 -72	-2%	-$4.72K	0.02%	294
2020 Q4	$219K	Buy	+3,426	New	+$201K	0.02%	306

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's IUSV Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2023, closing a stake of 614 shares — an estimated $48.1K sold.

WealthPLAN Partners first reported a position in IUSV in Q4 2020 and held it in 9 quarters. The position peaked at $433K in Q4 2022. 569 funds tracked by Wall St. Rank hold IUSV as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Core S&P US Value ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 614 iShares Core S&P US Value ETF shares in Q3 2023, an estimated $48.1K.
WealthPLAN Partners first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 9 quarters.
WealthPLAN Partners's iShares Core S&P US Value ETF position peaked at $433K in Q4 2022.
569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.