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Wedmont Private Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wedmont Private Capital’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
Q4 		– Sell
-11,983
Closed -$894K – 580
2023
Q3 		$894K Buy
+11,983
New +$940K 0.09% 143

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wedmont Private Capital's IUSV Position: Q4 2023 in Review

Wedmont Private Capital sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2023, closing a stake of 11,983 shares — an estimated $894K sold.

Wedmont Private Capital first reported a position in IUSV in Q3 2023 and held it in 1 quarter. The position peaked at $894K in Q3 2023. 626 funds tracked by Wall St. Rank hold IUSV as of Q4 2023.

  • Wedmont Private Capital reported no remaining iShares Core S&P US Value ETF position as of Q4 2023 after selling out during the quarter.
  • Wedmont Private Capital sold 11,983 iShares Core S&P US Value ETF shares in Q4 2023, an estimated $894K.
  • Wedmont Private Capital first reported a position in iShares Core S&P US Value ETF in Q3 2023 and held it in 1 quarter.
  • Wedmont Private Capital's iShares Core S&P US Value ETF position peaked at $894K in Q3 2023.
  • 626 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2023.

Based on Wedmont Private Capital's 13F filing for Q4 2023, filed 9 Jan 2024.